Wealth Management Morning Memo

NOVEMBER 27, 2018

The Dangers of Saving for College Instead of Retirement

Kevin McKinley

Parents need to focus on their own goals first.

Industry

Fiduciary Network Deal Shows a New Path Forward for Banks & Wealth Management

Diana Britton

Emigrant Bank’s acquisition of Fiduciary Network could signal a new way for banks to play in the wealth management space, without some of the marital problems.

SPONSORED CONTENT

Outrageous Pricing of Real Estate Investments

Sponsored by Guterman Partners, LLC

It’s hard to get out, after getting in at a getting out price.

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High Net Worth

What Homeowner Clients Need to Know About Tax Reform

Rebecca Sterling

Will it help or hinder them?

SPONSORED CONTENT

Retirement Is dead. Long Live Retirement

Sponsored by Hartford Funds

Help clients navigate a journey that is now longer than anyone ever imagined.

Investment

U.S. Equity Investors Who Want Growth May Want to Look Abroad

Elisa Mazen

High valuations at home give international markets more appeal.

Client Relations

"Text Me," Embracing A Most Popular Form Of Communication

The financial advice industry’s slow, steady crawl toward texting and why