Morning Memo
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April 22, 2017

 


Six Longevity Planning Tips to Discuss With Clients

Start having these conversations with your clients today.


Focus Foregoes IPO for Deal with KKR, Stone Point

Diana Britton

With this deal, Focus gains a $2 billion valuation and the benefits of staying private — for now.


Wealthfront Now Offers Portfolio Lines Of Credit

Ryan W. Neal

The robo advisor offers users quick, easy and potentially risky access to a personal loan.


Is the Passive Indexing Craze the New Tulip Bulb Mania?

Don Schreiber Jr

The rise of passive indexing plus the Fed's monetary policies show all the signs of a bubble.


Record Asset Flows Boost Bank of America's Merrill Lynch Unit

Michael Thrasher

Wealth Management was a bright spot in the bank's earnings, even as advisor headcount drops.


How Much Financial Info About Michael Jackson Should Be Public?

David H. Lenok

How should courts handle the revelation of certain details about celebrity estates?


On the Fence About a Move?

Mindy Diamond

Take stock of what is most important to you at a firm and be willing to be flexible in the areas that ultimately do not matter as much as you thought.


U.S. Social Security Reform: The Clock Is Ticking

Mark Miller

As usual, politics is getting in the way.

IRS Changes Estate Tax Lien Process

Alison E. Lothes, David A. Handler

New memorandum provides a more flexible approach.


The Times They Are A-Changin’

Brad Zigler

Risk perceptions are rising.


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