Wealth Management Morning Memo

AUGUST 17, 2019

RETIREMENT PLANNING

The 10 Best and 10 Worst States to Retire in 2019

Diana Britton

It’s more than just sun and sand. This year, the Great Plains and Midwest dominate the list of best places to retire, according to Bankrate.com.

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ETFS

What Naysayers Get Wrong About ETFs

Dan Weil

Many of the criticisms of ETFs don’t hold up to scrutiny.

SPONSORED CONTENT

The FinTech Advantage Is Real—Are you Ready?

Sponsored by Fiserv

Here are five ways to build a better tech strategy.

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ESTATE PLANNING

The Next Epstein Drama: Fighting Over His Mysterious Estate

Chris Dolmetsch

It's unclear if Jeffrey Epstein, who wasn’t married and has no known children, left a will.

INDUSTRY

Atlanta Broker Alerts FBI Over Big Loss on `Unauthorized' Trades

Danielle Moran and Martin Z. Braun

IFS said it fired the banker, which it only identified as "one of IFS Securities' most trusted senior employees."

SPONSORED CONTENT

A Guide to Help Families Focus on Giving

Sponsored by Fidelity Charitable

Help clients create a strategy for their family's charitable giving.

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ADVISOR CHANNELS

The Wirehouse Retention Measure That’s Backfiring

Mindy Diamond

As big wirehouse teams become strong, self-sufficient “businesses,” they’re opting to jump ship and build their own firms.

MY LIFE AS A CLIENT

Don’t Lie to Me

Anne Field

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Ken Rupert, a telecommunications engineer who also runs The Financial Black Belt Academy, a Hampstead, Md.-based startup, about his experiences as a client.

SPONSORED WEBINAR

Think your practice doesn’t need digital marketing? Think again.

Sponsored by LPL Financial

Your online presence has never been more important than it is today. Learn how to make digital marketing work for you to strengthen your connection with prospects and clients.

Join us for “How Tech is Powering Client Relationships”, August 27, 2019 | 4:15 pm ET.

RETIREMENT PLANNING

Is Inflation a Threat to Retirement Plans?

Mark Miller

Your answer probably depends on your age.

ETFS

Oil, Gas ETFs Running Out of Fuel

Aniket Ullal, First Bridge Data

Energy sector stocks, especially those with a focus on oil and gas, dominated the list of funds with the worst returns over the past three months.

BUSINESS PLANNING

Two FinTwits Launch Paid, Private Community for Advisors

Diana Britton

Advisors have traditionally lived by the “eat-what-you-kill” mantra. A new community of advisors created on social media hopes to change that.

BUSINESS PLANNING

Five Steps to Reaching $1 Billion in AUM in 10 Years

Dryden Pence

The pressure is on small practices. Here's how to stay on the growth track.