Wealth Management Morning Memo

SEPTEMBER 7, 2018

TECHNOLOGY

This Tech-Advisor Hybrid Wants Your Small Clients

Samuel Steinberger

Facet Wealth's wheelhouse is the same client profile advisors are typically trying to offload.

ADVERTISEMENT

HIGH NET WORTH

Reporting Charitable Contributions on Client Tax Returns Explained

PJ Manchanda and Alexander Alzate

It is important to understand some of the basic rules and limitations affecting different types of charitable contributions.

SPONSORED CONTENT

Macro-Financial Scenario Analysis

Sponsored by Morningstar

Assess the impact of macroeconomic events on index and ETFs.

BUSINESS PLANNING

Financial Advisors Need These 3 Qualities

Matt Oechsli

Professional excellence, empathy and business mindset will continue long into the future as must haves for advisors.

WealthManagement Digital Edition

My Life as a Client: Free Dinners, Bad Advice: Here’s a story from Walt Eldredge, 72, of Baton Rouge, a semi-retired trainer for a major oil company.

The Daily Brief

ETFS

TD Ameritrade Adds ESG Investing to Essential Portfolios Robo Advisor

WealthManagement.com Staff

TD Ameritrade is taking advantage of interest in ESG investing with its Socially Aware portfolios offering.

MARKETING

RBC Launches First-Ever National Ad Campaign for U.S. Wealth Business

Michael Thrasher

The multi-million campaign will appear in a variety of media in markets including New York, San Francisco, Washington D.C. and Los Angeles.

INDUSTRY

Silver Lane Advisors Relocates Headquarters With Plans to Double in Size

Michael Thrasher

The boutique investment bank plans to capitalize on M&A opportunities in wealth and asset management.

READ MORE OF THE DAILY BRIEF