Morning Memo
Wealth Management Morning Memo

OCTOBER 17, 2017

RETIREMENT PLANNING

Take Profits Without Paying Taxes

Your clients can realize capital gains and still avoid capital gains taxes.

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INDUSTRY

IMCA rebrands as IWI, Announces New Initiatives

The institute is looking to establish itself as the next step after CFA and CFP.

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SPONSORED CONTENT

Earning client loyalty in a volatile industry

Learn how to demonstrate value as an advisor & win business.

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INDUSTRY

Carlyle, OppenheimerFunds Form Wealth Management Venture

The new venture will provide long-term income strategies to high net-worth investors, initially focusing on investments in credit, direct lending, distressed transactions, among other areas

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The Daily Brief

Schwab Launches Ad Campaign Showcasing Independent Advisors

Schwab Advisor Services debuted a nationwide television advertising campaign on Monday that supports and advocates for independent financial advisors. The campaign, titled “Independent Difference,” is airing regularly on CNBC and Fox Business Network, in addition to features in traditional print and various online media. ...

Edward Jones Top Workplace for Women
Edward Jones is the top financial services workplace for women, according to this year's “100 Best Companies to Work For” rankings by Great Place to Work and FORTUNE magazine. Edward Jones took third place in the Best Workplace for Women category overall and was the top financial-services firm ranked. ...

Is The Bull Market Making Investors Complacent?
A slight majority of Americans (54 percent) are worried about a market correction coming this year that will take back “significant gains,” according to a new study by Wells Fargo and Gallup. However, most investors aren’t doing anything to shield their portfolio. ...

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