JANUARY 30, 2020

INDUSTRY

United Capital Will Become Goldman Sachs Personal Financial Management

Diana Britton

In related news, CEO Joe Duran will buy an apartment in New York, where Goldman is headquartered, an indication that he’ll continue to lead the business he built.

FULL ARTICLE

RETIREMENT PLANNING

IRS Helps IRA Custodians Comply With SECURE Act

Notice 2020-06 provides guidance on reporting 2020 requirement minimum distributions.

FULL ARTICLE

DEAD CELEBRITY PODCAST

Robert Mugabe and Overcoming Fear of Estate Planning

David H. Lenok

Former Zimbabwe President Robert Mugabe spent his life inspiring fear in others but was unable to overcome his own fear of estate planning.

Brought to you by FS Investments

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EQUITIES

GMO’s James Montier Says Equities Are in a Bubble

Dan Weil

Fear and greed have been driving higher equity valuations for some time, says Montier, and investors are taking on too much risk.

FULL ARTICLE

Chance To Win $250 American Express Gift Card - Complete this Short Survey

Can you take a few minutes to help us with a quick survey on how advisors are using portfolio construction solutions to grow their practice and enhance investment outcomes? As a token of our appreciation for your participation, we’ll enter your name in a drawing for a $250 American Express gift card.

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The Daily Brief

EQUITIES

Fidelity Retail Clients Can Trade Fractional Shares

Patrick Donachie

The firm began rolling out the new service for retail customers today and will continue to do so in the coming weeks.

FULL ARTICLE

INDUSTRY

FSI Scores Group Health Insurance

Asia Martin

The Financial Services Institute has secured group health insurance for its advisors after years of attempts.

FULL ARTICLE