Morning Memo
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Wealth Management Morning Memo

SEPTEMBER 17, 2018

CAREERS

Six Recruiting Changes You Should Not Ignore

Mindy Diamond

It’s OK to keep your head down and forge ahead, provided that you’re paying attention to changes that could disrupt the status quo.

FULL ARTICLE

ESTATE PLANNING

D.C. and Maryland Lower Estate Tax Exemptions

Richard S. Franklin, George Karibjanian and Lester B. Law

Both jurisdictions are breaking away from the federal government exclusion amounts.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Tapping the Value of Luxury Items

Sponsored by Borro Private Finance

A great resource for wealth managers who often aren’t experts on luxury items.

FULL ARTICLE

ETFS

The Top 20 Broad Market Bond ETFs

Aniket Ullal, First Bridge Data

The top 20 broad market bond ETFs ranked by one-year returns.

FULL ARTICLE

SPONSORED CONTENT

A Charitable Conversation Guide

Sponsored by Fidelity Charitable

Help clients develop an effective and tax-smart giving strategy.

DOWNLOAD WHITE PAPER

The Daily Brief

Fidelity Launches More Zero-Fee Funds As First Two Amass $1 Billion

Michael Thrasher

The asset manager also eliminated minimums and cut other fees this week.

FULL ARTICLE

RETIREMENT PLANNING

Voya Expands 401(k) Plan Support for Advisors

Diana Britton

Voya advisors will now have access to RPAG’s support team and educational tools.

FULL ARTICLE

TECHNOLOGY

HD Vest Integrates Envestnet Tech

Samuel Steinberger

HD Vest and Envestnet team up to provide advisors with UMAs and more.

FULL ARTICLE
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