Wealth Management Daily Memo

JULY 11, 2018

HIGH NET WORTH

The Family That Tweets Together: The Importance of Family Social Media Policies

Karin Prangley and Edward Oh

Help protect clients from identity thieves, cybercriminals and reputational damage.

RETIREMENT PLANNING

Tracking DC Plans’ Emerging Trends and Terms

Ed McCarthy

A pair of recent reports offer valuable insight into industry changes.

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Turnkey Investment Monitoring and Reporting Solutions

Sponsored by Envestnet

New technology helps retirement advisors stay ahead of regulatory issues while continuing to build a sustainable practice.

WEALTHCASTS

Do You Take Enough Time Off?

Craig R. Hersch and Patrick Carlson

Craig Hersch and Patrick Carlson discuss whether planners take enough time off and when the best time it is to do so.