Wealth Management Morning Memo

DECEMBER 9, 2019

HIGH NET WORTH

Sixteen Year-End Financial Planning Tips

WealthManagement.com Staff

Deadlines are rapidly approaching.

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HIGH NET WORTH

Investing in Dubai

Mitzi Perdue

Dubai is known for its ease of doing business, but beware of hot summer temperatures.

SPONSORED CONTENT

[Infographic] Moving Toward Independence

Sponsored by BNY Mellon | Pershing

More advisors are migrating to the RIA model and realizing benefits.

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PROSPECTING

A Recipe for Dealing With Tough Prospects

Matt Oechsli

Five steps to turn a frustrating interaction with a tough prospect into a game.

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The Case for Private Markets

Sponsored by iCapital Network

Much of the economic growth today is taking place outside of the public markets.

The Daily Brief

PEOPLE

Connecticut Advisor Pleads Guilty to Stealing $575,000 From Clients

Diana Britton

Lester W. Burroughs pleaded guilty to running a Ponzi-like scheme, and could face up to 20 years in prison.

PEOPLE

Two Quit Waddell & Reed for Conte Wealth Advisors

Asia Martin

Waddell & Reed lost two York, Pa. advisors to Conte Wealth Advisors

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