Morning Memo
   View Web Version  |  Add to Safe Sender List

February 18, 2017

 


The 10 States with the Most Millionaires Per Capita

There's little change compared to last year as to where the affluent in the United States live.


A Common Business Structure Puts Reps in IRS Crosshairs

Diana Britton

An LPL advisor recently lost his case against the IRS, calling into question the legitimacy of a common practice in the independent b/d space—operating as an S Corporation.


How to Do Better When Investing for Trusts and UHNW Individuals?

Preston McSwain

Keeping it simple is still the answer.


Ten Steps to Effective Strategic Planning

David H. Lenok

Ten ways to plan strategically in the medium term so the business stays in the family for the long-term.

The Undervalued Wholesaler Relationship

Simon Hoyle

Many wholesalers are getting out of the business, but the remaining ones have rich networks of great value to astute advisors.


Equities Under Trump: Why We Expect a Volatile Ride (Higher)

Heather Kennedy Miner

Four reasons investors should be ready to stomach greater market volatility in 2017.


What Advisors Should Know About Illiquidity

Hannah Shaw Grove and Caroline Rasmussen

Advisors' obstacles to offering clients private equity investment options can be easily surmounted by new trading platforms and free online educational tools.


Five Ways Financial Advisors Can Cash In On Social Media

Mostafa Razzak

Just as the social media giants are making gains in audience, you can tag along—expanding your sales flow in the process.

United Capital Rolls Out New Client-Facing Tech

Michael Thrasher

United Capital launched a new suite of tools Monday to better serve clients and firms using the company’s turnkey advisory platform.


IRS’ “Won’t Rule” List

Conrad Teitell

The latest update.

RELATED: Trump Policy Changes Bring IRS Guidance to a Standstill 


Sponsored Content

Preparing Clients for Life’s Unexpected Moments

Sponsored by Prudential Advisors

Throughout the journey, we’re there to help.

Watch the Video


 

WHITE PAPERS