Morning Memo
 
Wealth Management Morning Memo

DECEMBER 27, 2021

HIGH NET WORTH

The Top HNW Story of 2021: Possible Tax Changes Coming for HNW Investors

A new administration means new priorities. President Joe Biden and the Democrats looked at targeting the rich with their tax proposals.

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RETIREMENT PLANNING

Whip Inflation Now! (And in the Future)

Don’t let fears of higher prices derail your clients’ finances.

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SPONSORED CONTENT

Behavioral Finance and the Psychology of Investing

Behavioral finance is more than a trendy topic. Discover how you can leverage behavioral finance fundamentals to help clients achieve the financial future they, and their family, deserve.

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HIGH NET WORTH

Keep a Clear Head at Year-End

Don’t let frantic clients guilt you into helping them make reckless last-minute tax planning decisions.  

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ADVISOR INNOVATIONS PODCAST

The Wealthtech Landscape With LPL’s Gary Carrai

LPL's Gary Carrai discusses how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views on cryptocurrency and artificial intelligence as it relates to financial advice.

Sponsored by LPL Financial

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