View Online

JANUARY 5, 2019

EQUITIES

Top Money Managers Warn of 2019 Risks

John Gittelsohn and Charles Stein

A sampling of views for 2019 from the top portfolio managers and strategists at the world's biggest money managers.

FULL ARTICLE

INDUSTRY

Ten Wealth Management Trends for 2019; How to Prepare

Diana Britton

The researchers at Aite Group shared what they think will be the biggest trends in wealth management and how firms can prepare for them.

FULL ARTICLE

WealthManagement Insider

Your Guide to Becoming a Better Advisor - Sign-up to become a WealthManagement Insider for access to exclusive research, white papers, data, surveys, rankings, webinars and more.

INSURANCE

Another LPL Rep Sues Ohio National Over Annuity Contracts

Diana Britton

Chris Noone is the latest to take legal action after the insurance company cut trail commissions on annuity contracts.

FULL ARTICLE

BUSINESS PLANNING

The One-Page Business Plan Template for Financial Advisors

Stephen Boswell and Kevin Nichols

There is brilliance in simplicity.

FULL ARTICLE

INDUSTRY

Wells Fargo to Pay States $575 Million Over Sales Practices

Hannah Levitt

The settlement with 50 states and the District of Columbia resolves state investigations into Wells Fargo’s practices from 2002 to 2017.

FULL ARTICLE

RETIREMENT PLANNING

Stop the Reinvestment Insanity

Kevin McKinley

It might be better to take the cash from mutual fund distributions.

FULL ARTICLE

HIGH NET WORTH

Here Are the World's Biggest Billionaire Winners, Losers of 2018

Sophie Alexander and Jack Witzig

“It was a tough year in financial markets, but for people who are creating wealth through companies, the economy itself is very strong.“

FULL ARTICLE

HIGH NET WORTH

Significant Relief in New Proposed FATCA Regs

Melvin A. Warshaw

Withholding and compliance burdens eased.

FULL ARTICLE

CLIENT RELATIONS

Five Steps for Getting Ahead of the Next Recession

Matt Oechsli

Correction is coming. Get your message straight.

FULL ARTICLE