Morning Memo
Wealth Management Morning Memo

JANUARY 20, 2018

RETIREMENT PLANNING

Social Security Tax Management Moves Upstream

What financial advisors need to know to capitalize on new opportunities.

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HIGH NET WORTH

Coming in 2018: Three Big Tax Buckets

With mid-term elections looming, expect tight timing for more changes.

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Carson Group’s Bet on Digital Experience Pays Off in Double-Digit Growth

The firm’s tweaks to it’s client-facing portal are meant to highlight when and how the advisor has added value to the relationship.

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HIGH NET WORTH

A Quick Tour of Family Offices Around the World

An country by country rundown of the most recent developments.

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CAREERS

Choose Your Destination Before Charting the Course

Eleven strategic questions to help advisors follow the right path during the recruiting process.

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INDUSTRY

Merrill Lynch Brings in More Advisors, Record Revenue for Bank of America

The bank’s wealth management unit posted $18.6 billion in revenue, added 560 advisors over the course of 2017, and for now remains committed to the Broker Protocol.

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INDUSTRY

TDAI’s Model Market Center Goes Live

The custodian released new details about its model portfolio marketplace, which has signed on over 1,000 RIAs so far.

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PROSPECTING

Do You Know How to Mini-Close?

Start simple, like suggesting to meet for a cup of coffee.

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HIGH NET WORTH

Millennial Investors Crave Connection ... and Gifts

Technology and family drive young investors’ advisory decisions, but gifts are still very much appreciated.

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DOL FIDUCIARY RULE

How the Fiduciary Rule Can Make You Money

Accessing independent, fundamental research in support of your investment decisions meets a fiduciary “duty of care” standard, yes, but it also impresses clients and prospects.

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