Wealth Management Morning Memo

FEBRUARY 21, 2019

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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HIGH NET WORTH

Succession Planning for Wineries and Vineyards

Lauren Galbraith

As wine families tend their grapes, so too should they tend their business succession planning.

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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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The Daily Brief

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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