Wealth Management Daily Memo

NOVEMBER 9, 2018

TECHNOLOGY

The Seven Deadly Data Sins

Bob Ward

Thou shalt not fall into these traps for the unwary.

TECHNOLOGY

Riskalyze Fintech Report Card: October 2018

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest news to hit advisor technology in the previous month.

SPONSORED CONTENT

Long-Term Care and Retirement Planning Go Hand in Hand

Sponsored by Lincoln Financial Group

Clients and advisors know long-term care planning is important, yet too few clients plan ahead.

PHILANTHROPY

Clients Don’t Understand the Impact of Tax Reform on Giving

Anna Sulkin

Those who wait until the last minute may miss out.

SPONSORED CONTENT

Retirement Is Dead. Long Live Retirement.

Sponsored by Hartford Funds

Help clients navigate a journey that is now longer than anyone ever imagined.