Morning Memo
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Wealth Management Morning Memo

DECEMBER 18, 2019

Retirement Bill Moves Forward in Congress

Diana Britton

The SECURE Act is expected to go to the president for approval by the end of this week, as part of a spending bill.

FULL ARTICLE

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Practice Management

Online Reputation Management Is No Longer Optional for Financial Advisors

Brian Hart

When threats emerge, a fast and strategic response is often needed to mitigate or eliminate the damage.

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SPONSORED CONTENT

When It Comes to REITs, Active Management Matters

Sponsored by Principal Global Investors

Actively managed REITs can potentially benefit your clients’ portfolios. Download the paper to find out how.

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High Net Worth

The Power of Why

Glenn Kurlander

Mission statements can play a critical role in a family’s success.

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SPONSORED CONTENT

Muni Tax Loss Harvesting Case Study

Sponsored by Gurtin Municipal Bond Management, a PIMCO Company

Learn how Gurtin offset $1.27MM in state and federal taxes in 2018.

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The Daily Brief

Feds: New York Advisor Stole $1.5 Million From Clients

Diana Britton

Donald Laguardia, CEO of Manhattan-based L-R Managers, now bankrupt, allegedly took millions from investors, which was supposed to go into frontier markets investments.

FULL ARTICLE

Cadaret Grant Adds $90 Million AUM Firm in Upstate N.Y.

Erick Bergquist

Atria Wealth Solutions unit Cadaret Grant has added a $90 million AUM advisory firm in upstate N.Y.

FULL ARTICLE
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