Morning Memo
Wealth Management Morning Memo

DECEMBER 30, 2017

RETIREMENT PLANNING

The 10 Best and Worst U.S. Cities to Retire in 2017

FULL ARTICLE

DOL FIDUCIARY RULE

New Congress Goes After DOL Fiduciary Rule

A House Republican introduced a bill that would delay the effective date of the DOL rule by two years. At the same time, a House committee called the rule “reckless” and “misguided.”

FULL ARTICLE

TRUMP TAX REFORM

Tax Reform Proposals for Pass-Through Entities

The House and Senate’s proposals have ripple effects through many aspects of wealth planning.

FULL ARTICLE

BROKER PROTOCOL

Questions Abound After Morgan Stanley Leaves Broker Protocol

A “seismic” event for the industry might have broad consequences.

FULL ARTICLE

HIGH NET WORTH

Jerry's Kids Get Cut Out ... Or Do They?

The comedians’ will demonstrates both good and bad ways to disinherit your kids.

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HIGH NET WORTH

The Ten Richest Families in America

You’ve definitely heard these names before.

FULL ARTICLE

FINANCIAL ADVISORS AND CANNABIS

How Advisors Feel About Investing in Marijuana

WealthManagement.com conducted an email survey the week of July 10, asking advisors for their views on marijuana industry investments. More than 400 advisors participants. Here are their responses.

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MUTUAL FUNDS

The Next Gen Wholesaler

What do advisors look for in their wholesalers? Not golf balls or steak dinners, they want expertise.

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EQUITIES

Grantham: The Rules Have Changed for Value Investors

Value investors have overweighted the past, says GMO founder Jeremy Grantham. So what’s the next big investment driver? Climate change and resource limits.

FULL ARTICLE

IBD REPORT CARD

The 2017 Independent Broker/Dealer Report Card

Scores trended down in the 2017 Independent Broker/Dealer Report Card Survey for the second year in a row.

FULL ARTICLE