Wealth Management Morning Memo

FEBRUARY 18, 2020

RETIREMENT PLANNING

Social Security in Retirement Quiz

Mark Miller

How well prepared are you for what your clients might throw at you?

TECHNOLOGY

Leveraging Talent after Outsourcing

Pat Green

Expanded enterprise data management capabilities are a must.

SPONSORED CONTENT

Changing of the Guard?

Sponsored by Global Beta Advisors

As we move along in year 11 of the country's longest ever bull market, it's fair to wonder when it will end.

ESTATE PLANNING

Where’s the Art?

Susan R. Lipp

Estate of billionaire contends valuable pieces were moved out of the United States.

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The Daily Brief

PEOPLE

SEC Names Nancy Sumption Cybersecurity Advisor

Patrick Donachie

Nancy Sumption has an extensive background in the public and private sector, including stints in the U.S. intelligence community and the Department of Justice, according to the SEC.

FIXED INCOME

Dimensional Study Finds One Metric Stands Out to Predict Future Bond Returns

WealthManagement.com Staff

DFA report confirms that forward-rates are the best indicator of future corporate bond returns. Other metrics “aren’t telling us much new.”

TECHNOLOGY

RightCapital Has Launched RightPay

Davis Janowski

The financial planning solution provider has introduced an easily accessible fee-for-service application to its platform

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