Morning Memo
Wealth Management Morning Memo

DECEMBER 19, 2019

ESTATE PLANNING

The Six Most Binge-able Estate Planning Movies and Shows

Netflix and chill… and learn?

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WEALTHCASTS

Transparency With Diana B.: An Advisor’s Battle With Stomach Cancer, Addiction and Himself

California-based advisor Steve Melen was diagnosed with cancer more than a decade ago—and then the real troubles began.

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SPONSORED CONTENT

The next key wave in Foundations & Endowments

Join us at the 2020 Sustainable Investment Summit on January 9th in Boston as industry luminaries unpack the opportunities and challenges of helping endowment and foundation clients align mission with investment policy.  View agenda & register. Learn effective strategies and best practices from the experts.

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ETFS

How Passive Is That Passive ETF Really? Suit Raises Question

Funds that track non-traditional gauges have raised questions about the line between active and passive management.

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DEAD CELEBRITY PODCAST

Picasso and Art Planning

Pablo Picasso did his family no favors with his (nonexistent) estate plan. Don't let your clients make the same mistake.

Brought to you by FS Investments

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The Daily Brief

TECHNOLOGY

Orion Adds Tax-, Risk-Focused Integrations

Advisors using LifeYield, Totum Risk and Orion Advisor Solutions will see greater efficiency, according to the firms involved.

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TECHNOLOGY

Castle Hill Launches Free Due Diligence Tool

The firm aims to make existing SEC data from Form ADVs more useful and timely.  

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SPONSORED WEBINAR

Staying the Course in a Time of Increasing Risk – 1/16/20 | 4:15 pm ET

10 years of ultra-easy monetary policy has led corporate issuers to accumulate record levels of debt, making them vulnerable to downgrades when the turn in the business cycle arrives. This webinar will share insights on tensions in the macro environment and potential implications to investors.

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