Wealth Management Morning Memo

JUNE 1, 2019

RETIREMENT PLANNING

Required Minimum Distributions Likely to Change

Michael J. Jones

Value of inheritances may be diminished.

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CLIENT RELATIONS

Four Creative Ways Female Advisors Connect With Clients

WealthManagement.com Staff

Forget golf and cigar bars. These advisors are getting creative in how they connect with female clients and prospects.

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4 Medicare Facts Your Clients Need to Know

Sponsored by Nationwide

Inform how your clients plan for health care costs in retirement.

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REGULATION AND COMPLIANCE

What Fiduciaries Should Expect from Regulation Best Interest

Scott MacKillop

The SEC has scheduled a vote on Reg BI for June 5. Here’s what advisors can expect.

RETIREMENT PLANNING

Retirement Spending Triage

Mark Miller

What costs should advisors and clients really be worried about?

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Winning Over Prospects Is Easier If You Like Them First

Sponsored by Thrivent Mutual Funds

It's human nature to want to protect the interests of those we like. Prospects can sense that and will open up to us. It's a win-win.

ETFS

31 Flavors: A Roundup of the Latest ETF Launches

Aniket Ullal, First Bridge Data

ETFs with names like YOLO and UFO were among those that launched in the past 30 days.

PHILANTHROPY

When to Open Donor-Advised Funds vs. Private Foundations?

Ken Nopar

Consider clients’ charitable goals.

ETFS

Finding a Real Alternative to Beta

Brad Zigler

Alts have largely disappointed investors. These ETFs optimize low correlation, volatility and—most important—shape statistics.

BUSINESS PLANNING

What Fast-Growing RIAs Have in Common, According to DFA

Diana Britton

High-growth firms are focused less on profits and referrals, and more on technology training, incentivizing client-facing employees and diversifying their businesses, according to Dimensional Fund Advisors' RIA benchmarking study.

BUSINESS PLANNING

Dynasty Launches Dynasty Connect to Source Deals for Network Firms

Diana Britton

Dynasty Financial Partners wants to accelerate the pace and size of deals done by its internal network by connecting its firms with sellers.

HIGH NET WORTH

Family Enterprises That Last 100 Years

Mitzi Perdue

How to improve your clients' odds of joining these rarefied ranks.