Morning Memo
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Wealth Management Morning Memo

SEPTEMBER 18, 2018

RETIREMENT PLANNING

Sixty One is the New 65

Mark Miller

Working longer is a great aspiration—but it’s not a strategy.

FULL ARTICLE

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ETFS

Fixed Income ETF Liquidity Fueling Demand

Todd Rosenbluth

Despite recent interest rate hikes, investor demand has grown for low-cost, liquid vehicles for both core and tactical bond allocations.

FULL ARTICLE

SPONSORED CONTENT

A Holistic Approach to Financial Advice

Sponsored by Sanctuary Wealth Partners

Given the choice, what more could you do for your clients?

FULL ARTICLE

PHILANTHROPY

Donor Advised Funds 101

Bruce DeBoskey

Despite their shortcomings, DAFs are powerful tools.

FULL ARTICLE

SPONSORED CONTENT

Explaining Investor Behavior and Risk-Averse Clients

Sponsored by The American College of Financial Services

Investors can miss future goals by making emotion-driven decisions that are not consistent with advisor-made economic models.

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The Daily Brief

TECHNOLOGY

Salesforce Announces Workflow Improvements

Samuel Steinberger

Salesforce is leaning into wealthtech with a host of new tools for bankers, financial advisors and other financial services specialists.

FULL ARTICLE

REGULATION AND COMPLIANCE

New Bill Would Expose Companies' Climate Change Risks

Diana Britton

The Climate Risk Disclosure Act would direct the Securities and Exchange Commission to issue rules within one year requiring public companies to disclose their climate change risks.

FULL ARTICLE

CLIENT RELATIONS

Younger Generations Have Different ESG Priorities

Samuel Steinberger

A recent survey suggests that advisors should pay close attention to the values of their clients when making ESG recommendations.

FULL ARTICLE
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