WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 1, 2018

INSURANCE

Underwriting Reefer Madness

These are the ways marijuana use can impact your clients’ insurance premiums.

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HIGH NET WORTH

Never Too Old For Love

Clients considering getting married later in life face many issues.

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INDUSTRY

Financial Engines Sale Signals More of Money Management M&A Boom

There were 208 asset management deals worth $21 billion in 2017, according to Sandler O'Neill & Partners.

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