Morning Memo
Wealth Management Morning Memo

MAY 25, 2019

PEOPLE

Thirteen of the Highest-Paid Wealth Management Executives

It may seem like these execs made a lot of money last year, but they have purview over some of the largest advisor forces in the industry.

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RETIREMENT PLANNING

House Passes 'Critical' Retirement Overhaul

New parents, RMDs, MEPs and more would feel the impact of the SECURE Act if it becomes law.

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SPONSORED CONTENT

Realizing the Value of Your Life's Work

How do you realize the value of your life's work?

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INDUSTRY

New B/D IFP Is Swimming Against the Current; Will More Firms Follow?

At a time when smaller broker/dealers are closing down, IFP is on a reverse course, registering its own brokerage with only a couple hundred advisors so far. But the economics are beginning to make more sense, and the move represents a viable option for nimble, entrepreneurial advisors who want to control their own destiny.

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TECHNOLOGY

Redtail Customer Data Exposed

Earlier this year, a data incident at popular CRM-provider Redtail Technology, an early partner in cybersecurity industry group cleverDome, exposed sensitive customer information.

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SPONSORED CONTENT

Muni Outlook for 2019 - I Can See Clearly Now

Muni bonds are off to a sunny start in 2019, but will the clouds roll in?

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ESTATE PLANNING

Tom Petty’s Daughters Battle Over Control of the Late Singer’s Estate

What does "equal participation" mean really?

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PHILANTHROPY

Philanthropic Community Singing the Varsity Blues

Until some of the wrongdoers receive serious jail time for criminal tax fraud, the universe of charitable incentives will be justifiably questioned.

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THRIVE AWARDS

Get Recognized for Your Success

You’ve provided exceptional value to your clients, now it’s time for you to attain the exposure and recognition you deserve. The Thrive Awards honors the 500 fastest-growing advisors in the United States.

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HIGH NET WORTH

Aretha Franklin Goes from No Will to Three

Three handwritten wills were discovered in the singer's home; but are they valid?

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BUSINESS PLANNING

Building an Independent Firm with the End in Mind

Key attributes of an independent business with “real franchise value.”

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RETIREMENT PLANNING

Monitoring States’ Fiduciary Moves

There’s a shared desire among many to reinstate key elements of the DOL’s fiduciary rule.

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MARKETING

The Financial Advisor’s 20-Minute LinkedIn Routine

The 10 things financial advisors should do every time they log in.

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