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Wealth Management Morning Memo

SEPTEMBER 18, 2019

RETIREMENT PLANNING

The Looming Caregiver Crisis

Letha Sgritta McDowell

Finding caregivers for an aging population may be just as challenging as finding a method to pay for said care.

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ADVISOR CHANNELS

Jefferies Initiates LPL Coverage With Buy Rating

Diana Britton

The analysts see opportunities for LPL to grow its fee-based advisor channel and newly created independent employee channel.  

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SPONSORED CONTENT

Couple Dynamics in Retirement

Sponsored by Hartford Funds

For many couples, retirement isn’t bliss.

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ESTATE PLANNING

Daughter Battles Charities for Late Mother’s Inheritance

Anna Sulkin

A classic example of poor drafting.

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WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

What You Don’t Know About Compliance Can Hurt You— But Technology Can Help

Sponsored by Orion

OCIE is using technology and data analytics to assist it in identifying which firms to examine, and how often.

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The Daily Brief

INDUSTRY

Bluespring Acquires $800 Million AUM Beacon Financial Group

Erick Bergquist

Bluespring Wealth Partners has announced the acquisition of $800 million AUM RIA Beacon Financial Group of Texas.

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RETIREMENT PLANNING

Debt Dampens Millennials' Retirement Plans

Samuel Steinberger

It's not just millennials, all generations of Americans struggle with responsible financial behavior, according to a new report.

FULL ARTICLE

2019 Midyear Outlook Special Edition

This special issue includes: current market views from asset managers, articles on technology & best business practices. You can skim at your leisure, or zero in on the contributions from firms that may be of interest.

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TECHNOLOGY

Digital Bank Aims To Help Parents Raise 'Financially Smart Kids'

Samuel Steinberger

Greenlight has raised millions in its mission to help parents teach children about spending, saving and investing.

FULL ARTICLE
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