Wealth Management Morning Memo

NOVEMBER 20, 2018

MUTUAL FUNDS

The Persistence of High-Fee Index Funds

Diana Britton

These funds continue to charge high fees for basic index exposure, and many investors are still paying up, largely thanks to advisor inertia.

MUTUAL FUNDS

The Most Expensive Plain Vanilla Index Funds

Diana Britton

In a world of ultra-cheap index investing, these S&P 500 mutual funds stand out for continuing to charge sky high fees.

SPONSORED CONTENT

[Infographic] How Age Affects Social Security Benefits

Sponsored by Great-West Financial

As longevity increases, waiting longer to receive benefits may be the better option for many clients.

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PHILANTHROPY

Substantiating Charitable Gifts Explained

Conrad Teitell

Use this sample letter to alert donor-clients.

SPONSORED CONTENT

Building Trust in Wealth Management

Sponsored by Perficient

Key considerations for building trust with Millennials.

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The Daily Brief

EQUITIES

Don Cheadle Takes Us Back to Black Monday, the Worst Stock Market Crash in History

Diana Britton

For advisors, Black Monday is a day that will live in infamy. But is it time to laugh about it?

RETIREMENT PLANNING

Live Long--And Face Hardship?

Samuel Steinberger

Running out of savings in retirement is a real concern for many Americans, according to a Wells Fargo report, but coaching clients to have the right mindset can help.

CLIENT RELATIONS

Advising A Caregiver? They Need Your Help, Survey Finds

Samuel Steinberger

Medicare and long-term care anxieties hamstring caregivers; with the right knowledge, advisors can take care of the caregivers.

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