Wealth Management Morning Memo

JANUARY 23, 2020

RETIREMENT PLANNING

The Decade in Retirement

Mark Miller

What’s changed since 2010?

WEALTHCASTS

Transparency With Diana B.: The Psychological Effects of a Cybersecurity Breach

Diana Britton

A cybersecurity breach cost one of Darrell Kay's clients $100,000. The fallout impacted his life in ways he couldn't have anticipated.

SPONSORED CONTENT

Meet the HENRYs

Sponsoried by Aidentified

Tracking the newest in millennial wealth.

DOWNLOAD WHITE PAPER

PHILANTHROPY

What to Expect in Philanthropy 2020

Bruce DeBoskey

Politics, tax law and climate change will be major factors.

SPONSORED CONTENT

Exclusive Research: Advisors’ Continue to Build Compliance Resources

Sponsored by Seismic

Increased attention to regulatory compliance appears to be paying off at audit time.

The Daily Brief

PEOPLE

FSI Elects New 2020 Board of Directors

Patrick Donachie

FSI's five new board members include three female industry leaders.

INDUSTRY

Fiduciary Trust Acquires $4 Billion Pennsylvania Trust

Erick Bergquist

Fiduciary Trust International's acquisition of Pennsylvania Trust is the firm's second deal this month.

SPONSORED WEBINAR

In Times of Chaos, Choose to Innovate – 2020 Investment Insights

Sponsored by Wells Fargo Asset Management

The economic outlook for 2020 presents many questions—but few answers. Everyone is talking about macroeconomic events we can’t control. So what do we do in times of chaos? In a word, innovate. Join Wells Fargo Asset Management and discover how they’re outthinking the chaos.

Thursday, January 30, 2020 | 2:00 pm ET

INDUSTRY

Creative Planning Acquires Stratford Consulting in Dallas

Erick Bergquist

Creative Planning's acquisition of Stratford Consulting gives the RIA an even stronger foothold in the Dallas metro area.

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