WealthManagment.com Daily Memo
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| RETIREMENT PLANNING | | | | | | Mark Miller | | How should financial planners respond to client worries about Social Security’s future? FULL ARTICLE |
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| TECHNOLOGY | | | | Shane Cummings | | Thought the future would be hoverboards and flying cars? Maybe, but first it’s a chatbot. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Wells Fargo Advisors | | How Wells Fargo Advisors can help your practice grow. LEARN MORE |
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| REAL ESTATE | | | | Buck Wargo | | Newmark’s managing director of geopolitical strategy consulting talks about the risks and opportunities the current economic and political climate brings. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Austin R. Ramsey | | As part of the SECURE 2.0, employers can soon choose to let workers’ student loan repayments count toward 401(k) matching contributions. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Franklin Templeton | | Why advisors should consider developing an “illiquidity bucket.” LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Bill.com | | This webinar on Tues. Apr. 11th will walk you through five common pitfalls that most RIAs run into when building their tech stack and provide advice on how to select the right software for your firm. REGISTER NOW |
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