Morning Memo
Wealth Management Morning Memo

JUNE 28, 2018

INDUSTRY

Six Trends in Financial Advisor Compensation

Financial advisors are predominantly men over 50 who are working harder than ever to offset decreasing revenue yields.

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COLLEGE PLANNING

Getting a Bargain From an Out-of-State Public University

Clients’ kids may have their heart set on an out-of-state public school; here are three ways to try and lower the bill.

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SPONSORED CONTENT

The Importance of Independence

Strengthen your independence and business growth while helping your clients plan, invest and protect their savings.

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ETFS

Investors, Not Banks, Could Spark the Next Crisis

Valued for their simplicity, exchange-traded funds pose worrying risks.

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The Daily Brief

Trap Kloman to Replace Rich Hunter as Commonwealth Financial's President and COO

Rich Hunter is stepping aside as the president and chief operating officer at Commonwealth Financial, the company announced on Wednesday. He will be replaced by CFO Trap Kloman. ...

Financial Advisors Are In Demand
The most in-demand job in the finance and accounting industries is financial advisor, according to recruiting firm CyberCoders. The firm analyzed data from their database of more than 1 million job seekers to determine the rankings. Loan officer was the second most in-demand position, followed by tax supervisor. ...

Voya Financial Advisors Partners With Pershing on Lines of Credit
Voya Financial Advisors, the network of approximately 2,000 financial advisors owned by Voya Financial, said on Tuesday that it will give its advisors the ability to offer clients a security-backed line of credit that it's calling an Investment Credit Line (ICL). ...

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