Morning Memo
Wealth Management Morning Memo

MARCH 11, 2019

INDUSTRY

The 10 Most Overused Clichés in Wealth Management

If you want a more meaningful practice, one that appeals to the next generation of clients, it would behoove you to steer clear of these overused phrases.

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TECHNOLOGY

AI: Buzzword or Bonanza?

Overhyped or not, its underlying technologies are going to change, in fundamental ways, the financial advice industry.

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SPONSORED CONTENT

Running an Advisory Business: Costs, Challenges and Opportunities

Read this white paper to learn more about the steps advisors can take to build stronger front and back office practices.

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CLIENT RELATIONS

The Future of Household-Level Planning Is Now

Clients expect integrated tech solutions, and financial services firms finally look ready to deliver.

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SPONSORED CONTENT

Win More Clients with Tax-Intelligent Trading

Register to download Orion’s latest eBook to see how you can positively impact client portfolios and back-office operations with enhanced trading technology.

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The Daily Brief

INDUSTRY

Brokerage and Retirement Account Fraud Jumped in 2018

Retirement accounts scams made up 9 percent of non-credit card fraud last year, up from 3 percent in 2017.

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ETFS

Goldman Sachs Launches Suite of Thematic ETFs

The ETFs will be based on indices developed by brokerage platform Motif.

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SPONSORED WEBINAR

Currency: Don’t Risk It - Misconceptions vs. Realities of Hedging

Too many advisors dismiss hedging due to misconceptions or misinformation. Please join our experts on this WealthManagement.com webinar for a look at: misconceptions vs. realities of hedging, why an uncorrelated currency can still raise volatility and the Xtrackers approach. Wednesday, March 20, 2019 | 4:00pm ET

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TECHNOLOGY

Wealthfront Supporting One-Off Goals

Harvesting more user data and providing better financial planning, the automated investing platform is adding one-time goals to its financial planning feature

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READ MORE OF THE DAILY BRIEF