Wealth Management Morning Memo

MARCH 16, 2020

HIGH NET WORTH

The Tax Cuts and Jobs Act at a Glance

John Kador

Here are the highlights to help guide you in tax planning for your clients.

INDUSTRY

Advisor Events and Conferences Affected By Coronavirus

Samuel Steinberger

Is my event still on? Here's a running list of wealth management events and conferences canceled and postponed by the novel coronavirus pandemic.

SPONSORED CONTENT

Considering Dividend Options?

Sponsored by Hartford Funds

Understand the differences to make the right choices for clients.

REAL ESTATE

Is There Room in the Industrial REIT Sector for a New Player?

John Egan

In spite of current market disruption, the outlook for industrial NOI growth remains strong, industry sources say.

SPONSORED WEBINAR

2020 Trends and Insights Every Family Office and Wealth Manager Should Know

Sponsored by Sage Intacct

Learn the latest trends and issues that have an immediate impact on ultra-high-net worth individuals, multi-family offices, and wealth managers. CE Credits Pending Approval.

3/24/2020 | 2:00 pm ET

The Daily Brief

RETIREMENT PLANNING

Voya: Women Save More for Retirement than Men

WealthManagement.com Staff

Among retirement plan participants earning $90,000 or more, women have a higher average saving rate for retirement than men.

TECHNOLOGY

401(k) Provider to SMBs Human Interest Locks In $40M in New Funding

Davis Janowski

The four-year-old provider will continue to expand its staff base, add new features and continue to develop its tech stack.

READ MORE OF THE DAILY BRIEF