Morning Memo
Wealth Management Morning Memo

NOVEMBER 29, 2018

HIGH NET WORTH

Trump's Tax Reform One Year Later: Winners and Losers

It's been a mixed bag for taxpayers.

FULL ARTICLE

MY LIFE AS A CLIENT

Not as Smart as They Seemed

To learn what everyday clients really think about their advisors, and what all advisors can learn from them, we talked to Stanley Teitelbaum, a clinical psychologist in New York City.

FULL ARTICLE

SPONSORED CONTENT

Aging and Uber. Yes, They Do Go Together

Learn how ridesharing, TaskRabbit and Roombas will transform how your clients age.

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WEALTHCASTS

DAPTs Are Not a Four Letter Word

Martin Shenkman and Jonathan Blattmachr discuss the history of and thought-process behind creating self-settled domestic asset protection trusts for clients.

WATCH

SPONSORED CONTENT

The Worst Kind of Advisor Marketing

Are you ruining your credibility?

FULL ARTICLE

The Daily Brief

ADVISOR CHANNELS

IBDs Beat Wirehouses, Regionals in Fight for Assets

More advisors are going independent, as the wirehouses deal with more restrictions, increased production requirements and headline risk.

FULL ARTICLE

INDUSTRY

Glenmede Opens West Palm Beach Office, The Company's First In Florida

The wealth manager with $40 billion in assets is the latest advisory firm looking to capitalize on opportunities in Florida.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF