Wealth Management Morning Memo

FEBRUARY 6, 2019

TECHNOLOGY

Seven Cybersecurity Rules for Financial Advisors

Samuel Steinberger

How financial advisors can mitigate the risks of cyber attacks, according to Steven Ryder, president of True North Networks.

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PHILANTHROPY

Help Clients Plan for a More Rewarding Year of Charitable Giving

Page Snow

Reevaluating past donations and setting goals for the future are key.

SPONSORED CONTENT

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This new white paper explores a new pre-retirement solution that may offer more growth than Fixed Indexed Annuities, while providing similar downside protection.

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HIGH NET WORTH

Taxes, Kid Issues and More: Rich Families' Biggest Blunders

Simone Foxman

There’s no single way to handle massive wealth. There are, however, some common mistakes to learn from.

The Daily Brief

PEOPLE

Timothy O'Hara Leaves Ayco for Rockefeller Capital Management

Michael Thrasher

Timothy O’Hara will be president of Rockefeller Multi-Family Office and part of the firm's executive team.

ADVISOR CHANNELS

Securities Service Network Nabs Retirement Planning Group from Ameritas

Diana Britton

The addition is part of the Ladenburg subsidiary’s plan to recruit and support tax-focused advisors.

PEOPLE

Cresset Hires DLA Piper Partner Bill Rudnick as General Counsel

Michael Thrasher

Bill Rudnick was previously a partner at DLA Piper, a law firm that has worked with the wealth manager since its inception.

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