Wealth Management Morning Memo

MAY 23, 2019

ESTATE PLANNING

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

Anna Sulkin

What does "equal participation" mean really?

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COLLEGE PLANNING

The Many Benefits of Student Loans

Kevin McKinley

Prudent borrowing can ease the cost of college.

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Advisors and the Power of Storytelling

Sponsored by Advicent

Create a narrative around your client’s motivation to make money.

HIGH NET WORTH

Is the U.S. Now Assisting Tax Treaty Partners on Tax Evasion Investigations?

Christopher Murrer, John Cacharani , Elliott H. Murray and Rodney Read

IRS to obtain information on Finnish residents with U.S. bank accounts.

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Podcast: Get Equipped to Create Your Succession Plan

Sponsored by United Planners

In this podcast, uncover steps that you can take to inch closer to having your complete succession plan.

The Daily Brief

INDUSTRY

LPL Financial Acquires Small B/D, Adding 30 Advisors

Dan Whateley

LPL Financial is buying Florida-based Allen & Company, a broker/dealer and RIA with 30 advisors and $3 billion in assets under management.

INDUSTRY

Salaries, Bonuses Increase at Single Family Offices

Patrick Donachie

A new report from Morgan Stanley and Botoff Consulting finds that most single family offices still prefer discretionary bonuses to formalized annual incentive plans.

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