Wealth Management Morning Memo

DECEMBER 23, 2019

HIGH NET WORTH

The 12 Tax-Planning Tips of Christmas

Brandon Buckingham

Give your clients the gift of a happier tax season.

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RETIREMENT PLANNING

2019 Retirement Plan Advisor Year in Review

Ed McCarthy

Industry leaders look back at the developments of the past year.

SPONSORED CONTENT

How to Provide the Best Retirement Advice in 2020

Sponsored by The American College of Financial Services

Changing financial realities continue to affect retirement planning strategies.

CLIENT RELATIONS

Understanding Cognitive Bias

Matt Oechsli

Understand it’s not personal and work to educate clients in small doses.

SPONSORED CONTENT

Change You Can Manage: Overcoming Resistance to Tech

Sponsored by Cetera Financial Group

A recent study found that 55% of financial deliverables are printed materials.

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The Daily Brief

TECHNOLOGY

Envestnet Unveils First Improvements to PortfolioCenter

Samuel Steinberger

Envestnet | Tamarac decided to focus on administrative improvements as its developers got to work on the tool purchased from Schwab.

PEOPLE

LPL Pulls In Seven Pennsylvania Advisors

Asia Martin

Defections from Royal Alliance/Advisor Group bring a coterie of CFP/CPAs to LPL.

MUTUAL FUNDS

The Slow Demise of Mutual Funds

WealthManagement Digital Edition

Mutual funds are under attack on all fronts. Can they survive?

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