Wealth Management Morning Memo

JANUARY 7, 2019

ESTATE PLANNING

Six Ways the Tax Cuts and Jobs Act May Affect Tax Planning

Jonathan Nickow

It’s not too late to help clients update their plans.

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ADVISOR CHANNELS

The Real Message Behind the Movement of $1 Billion Teams

Mindy Diamond

Four harbingers of change that are redefining the landscape for advisors at all levels.

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Delighting the Customer: The Importance of Customer Perception

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Customer service is the most vital aspect of the business model.

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BUSINESS PLANNING

Start the New Year By Securing Business Continuity

Rochelle Clarke

Solid advice for advisors and clients alike.

The Daily Brief

REGULATION AND COMPLIANCE

Stanford Analysis Pokes Holes in FINRA's BrokerCheck

Diana Britton

FINRA granted 70 percent of broker expungement requests over the last decade.

TECHNOLOGY

Robinhood Sets Sail For London

Samuel Steinberger

The company is reportedly in the midst of plans for a UK expansion.

TECHNOLOGY

Banks Beware: Automation Is Coming

Samuel Steinberger

Banks lose "stickiness" when automation erodes a bank's value-add.

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