Morning Memo
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Wealth Management Morning Memo

MAY 28, 2019

RETIREMENT PLANNING

Retirement Spending Triage

Mark Miller

What costs should advisors and clients really be worried about?

FULL ARTICLE

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PHILANTHROPY

Philanthropy is the Best Antidote to Despair

Bruce DeBoskey

Clients may find fulfillment in helping provide workable solutions to today's challenges.

FULL ARTICLE

SPONSORED CONTENT

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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HIGH NET WORTH

What’s the Takeaway from This Year’s Tax Season for HNW Real Estate Investors?

John Egan

The new tax law has largely been a positive for HNW investors with commercial real estate holdings.

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SPONSORED CONTENT

Podcast: What You Must Know About Using the Latest Technologies

Sponsored by United Planners

What advisors need to know about using the latest technologies in their practices.

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The Daily Brief

INDUSTRY

Securities America Adds 3 Teams From IBD Dumped by Allianz

The practices, with a combined $245 million in client assets, chose to join Securities America rather than transition to Woodbury following a recruiting deal with their b/d’s parent company.

FULL ARTICLE

TECHNOLOGY

Massive Crypto Exchange Offering Margin Trading 'Soon'

Samuel Steinberger

Binance, one of the world's largest crypto exchanges, is reportedly in beta testing for margin trading cryptos.

FULL ARTICLE

WealthManagement Digital Edition

The Best ETF Play in 2019 & More.

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INDUSTRY

Can Wealth Managers Scale? The Biggest Are The Least Profitable

Michael Thrasher

The largest wealth managers have the same economic profit margin as the smallest, according to an Accenture report.

FULL ARTICLE
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