WealthManagment.com Daily Memo
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Wealth Management Daily Memo

FEBRUARY 4, 2019

INDUSTRY

Ten Advisor Conferences with Better Music than the Super Bowl

WealthManagement.com Staff

Financial advisor conferences have booked anyone from Vanilla Ice to John Mellencamp to perform at their annual events.

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PEOPLE

Bill Gross Says Decision to Retire Was His Own, Proud of Legacy

Melissa Karsh and John Gittelsohn

Gross, 74, announced his retirement Monday from his post at Janus Henderson Group Plc, the investment firm he joined in late 2014 after suddenly leaving Pacific Investment Management Co. that year.

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How advisors can use technology to mass-customize financial planning.

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CLIENT RELATIONS

It’s Not You, It’s Me: Saying Goodbye to Departing Clients

Louis S. Harrison

Louis S. Harrison explores from a practical side how to say “goodbye” (not “good riddance”) to clients who’ve become ex-clients.

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