FEBRUARY 23, 2019

PEOPLE

Robert Moore to Step Down as CEO of Cetera

Diana Britton

Ben Brigeman, nonexecutive chairman of the board of directors, will take over as interim CEO, according to sources close to the firm.

FULL ARTICLE

CLIENT RELATIONS

Six Tips to Help Clients Avoid Tax Scams This Season

Raj Bakhru

Follow this advice from a cybersecurity expert to help protect yourself and your clients.

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INDUSTRY

Why A Broker Intentionally Left $50 Million at Wells Fargo to Join Its RIA Channel

Michael Thrasher

Ex-Wells Fargo broker Perry Mattern said the freedom to access better technology was the draw to leave the brokerage and join the bank's new RIA business, and he was willing to leave $50 million behind at the brokerage to get it.

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HIGH NET WORTH

Karl Lagerfeld's Estate Could Be as Unique as He Was

David H. Lenok

The leading potential heirs to the fashion icon's £150 million fortune include a child model and his cat, Choupette.

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WealthManagement Digital Edition

LPL on the Rebound - For the first time in a long while, advisors are singing the praises of the nation’s largest independent broker/dealer.

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CLIENT RELATIONS

How Financial Advisors Can Help Clients With Cybersecurity

Matt Oechsli

There's a strong possibility most of your clients haven't taken even the simplest steps regarding cybersecurity. Here's an opportunity to help.

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INSURANCE

Is Association Term Insurance Really a Good Deal?

Bill Boersma and Henry Montag

Young professionals don't stay young forever.

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TECHNOLOGY

eMoney Fires Up 'Foundational Planning'

Samuel Steinberger

Targeting institutions looking for a spectrum of planning tools and advisors seeking scale, eMoney's new tool tightens workflow to simplify planning.

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FIXED INCOME

The Great Bond Market to Come Is Neither Bull nor Bear

David Ader

The next several years are going to look rather sideways.

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TECHNOLOGY

SigFig Takes the Crown in Three-Year Returns, but Caveats Apply

Samuel Steinberger

A longer track record means more performance metrics for robo advisors, but critics contend it paints a partial picture.

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BUSINESS PLANNING

A Step-by-Step Guide to Finding the Proper Succession Planning Deal Partner

Tim Horton and Keith Gregg

There are four steps that every advisor should follow, no matter what side of the transaction you are on.

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