Morning Memo
 
Wealth Management Morning Memo

APRIL 28, 2022

THE HEALTHY ADVISOR PODCAST

Barred But Not Broken

Jeff Martinovich lost his company, his first marriage, his wealth, his homes, and his securities licenses, among other things. But he refuses to be defined by those losses.

Sponsored by United Planners Financial Services

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TECHNOLOGY

WealthStack Tech Roundup: Schwab, Pontera and AltsAxis

Advisors using Schwab and Salesforce, Pontera and alternative assets will all be impacted by recent announcements.  

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SPONSORED WEBINAR

Finding Consistency and Stability in the Current Global Environment

During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach.

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ESTATE PLANNING

Modern Planning Alternatives to Quiet Trusts

Does transparency help beneficiaries better prepare?

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ESTATE PLANNING

'Buxom Barmaid's' Image Sparks Legal Brawl

Postmortem publicity rights take center stage in a recent lawsuit over use of a well-endowed local celebrity’s image.

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