Morning Memo
Wealth Management Morning Memo

NOVEMBER 4, 2019

HIGH NET WORTH

Trump to New York: I Love You, But You're Bringing Me Down

The president has filed to change his domicile to Florida.  

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BUSINESS PLANNING

Op Ed: How Traveling Makes a Better Advisor

Clients can only benefit when their advisors have a broad, practical understanding of the world.

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SPONSORED CONTENT

You Know How Clients Have Biases? Well, You Have Them Too.

Advisors – not just investors – can be affected by behavioral biases. A true goals-based wealth management approach can help you recognize these biases, keep them in check, and drive better client outcomes without emotional decision-making. Get your Coach Through Biases—Yours and Your Clients’ Toolkit including our white paper, infographic and helpful video series.

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THURSDAY, NOVEMBER 14 | FORD FOUNDATION CENTER FOR SOCIAL JUSTICE
Sponsored by the Money Management Institute and Sorenson Impact Center
Ready to make an impact with your advisory practice? Wealth Management.com readers receive a 25% discount on registration. Use code MMI25

HIGH NET WORTH

Stack Business and Charitable Deductions for Maximum Savings

Drastically magnify the power of your clients' charitable dollars.

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SPONSORED CONTENT

The Truth About Cybersecurity

When it comes to securing critical data, what advisors don’t know can hurt them.

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THRIVE AWARDS

2019 List of Fastest-Growing Advisors

The Thrive list recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth.

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The Daily Brief

ALTERNATIVE INVESTMENTS

New B/D Wants to Open Door for Advisors to Trade Cryptos

Founder and bitcoin advocate Bruce Fenton believes all assets will eventually be tokenized, according to CoinDesk.com, and has registered a broker/dealer with regulators to let advisors trade the assets for clients.

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INDUSTRY

UBS Breakaways Form Parcion Private Wealth

Breakaway advisors from UBS have formed a new Bellevue, Wash.-based RIA called Parcion Private Wealth.

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READ MORE OF THE DAILY BRIEF