Morning Memo
Wealth Management Morning Memo

SEPTEMBER 17, 2020

TRANSPARENCY WITH DIANA B.

Six Years Sober

Tim Brisson, an estate planning attorney in Auburn, Calif., shares his journey with alcoholism and recovery.

FULL ARTICLE

PHILANTHROPY

Should Clients Create A DAF or Donate Directly?

It depends on their current situation and charitable goals.

FULL ARTICLE

SPONSORED WEBINAR

Four Personality Factors to Determine the Success of Partnerships

Join us for this unique webinar on Sept. 29th at 4pm ET / 1pm PT where we’ll explore how this research fills a critical gap in the industry while making a bold claim against the status quo—personality factors, not business factors, determine the success of strategic partnerships—and hear from a scientist, a CEO and an advisor who can attest to the data.

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RETIREMENT PLANNING

Does Private Equity Warrant a Spot in Retirement Accounts?

The debate is fierce, ranging from investor discrimination to poor performance.

FULL ARTICLE

Wealthies Circle Spotlight

Helping a Business Owner Start a New Chapter

Selling a business is a monumental milestone. But what comes next?

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

INDUSTRY

Bank of America CEO Brian Moynihan Predicts a 'Strong' Q3 for Merrill Lynch and Bank of America Private Bank

Bank of America CEO Brian Moynihan told investors at the Barclays Global Financial Services Conference Tuesday that third quarter revenues at Merrill Lynch and Bank of America Private Bank will be "strong" due to increased client assets.

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INDUSTRY

LPL Financial Attracts California Firm With $1 Billion in Assets

After an 18-month search, SCG Financial and Insurance Services will join LPL from Securian Financial.

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