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Wealth Management Daily Memo

OCTOBER 17, 2018

INDUSTRY

RIAs Could Go the Way of the Small Ski Resort. Here's How.

Michael Thrasher

It’s getting harder for small independent ski resorts to compete with larger, scale players. Sound familiar?

FULL ARTICLE

RETIREMENT PLANNING

Gray Divorces and Tax Changes Complicate Retirement

Beth Pinsker

The biggest direct impact is on alimony, which will no longer be a deduction for the person paying it, and no longer have to be claimed as income by the person receiving it.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Recruiting the Children of Financial Advisors

Sponsored by Securities America

Focusing on those with a certain amount of industry exposure brings recruitment success.

FULL ARTICLE

PROSPECTING

The Four Rules of Ultimate Sales Questions

Matt Oechsli

You have to create dissatisfaction to sell.

FULL ARTICLE