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Wealth Management Morning Memo

MAY 10, 2019

INDUSTRY

Reverence to Take 75% Stake in Advisor Group

Diana Britton and Dan Whateley

The deal, announced Thursday, comes with a promise the firm's management team will stay intact and advisors will be incentivized to stay.

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INSURANCE

The Met Gala: An Insurance Nightmare?

Diana Wierbicki and Sarah Verano

How are the high value assets on loan for the event protected?

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SPONSORED CONTENT

Your Business at a Crossroad

Sponsored by BNY Mellon | Pershing

How to handle eight critical decisions your firm will face as it grows.

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PHILANTHROPY

Client Going Through an IPO? Five Things to Consider

Amy Grossman

From a tax perspective, a high income year is the best time to make charitable donations.

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SPONSORED CONTENT

Global and Technology Strategies

Sponsored by T Rowe Price

Powerful tech trends include the growth of media platforms and the rise of artificial intelligence.

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The Daily Brief

CAREERS

RBC Expands Benefits to Nursing Mothers, Parents

Diana Britton

In an effort to expand benefits to working parents, the wealth management firm is adding a breastmilk storage and shipping service for nursing mothers and improving its childcare offering.

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INDUSTRY

SA Stone Recruits $200 Million Cetera Team

Diana Britton

SB Wealth joins SA Stone Wealth Management, the former Sterne Agee broker/dealer, now a subsidiary of INTL FCStone.

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Report: Plan Advisor Views on Target Date Funds

Retirement plan advisors expect to increase their reliance on TDFs in the coming years.

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