Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 9, 2022

RETIREMENT PLANNING

Waiting for the Reverse Mortgage Surge

The predicted uptick in advisor interest hasn’t materialized—yet.

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ESTATE PLANNING

How Much Is Left of Jeffrey Epstein’s Estate?

Legal fees and settlements with his victims have sapped over $400 million with more (rightly) to come.

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SPONSORED CONTENT

ESG & Socially Responsible Investing Expected to Grow Within 5 years

Environmental impact is driving client interest and firm screening for SRIs.

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REGULATION AND COMPLIANCE

CFP Board Suspends Smoothie-Throwing Advisor

James Iannazzo’s tirade in a Fairfield, Conn. smoothie shop was captured on video and viewed by millions. The CFP’s suspension comes after Iannazzo was arrested and charged by Fairfield police, and dropped by Merrill Lynch.

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RETIREMENT PLANNING

A Blended Solution to the ‘One Glide Path Fits All’ Problem?

PIMCO and Morningstar have partnered with myTDF to incorporate factors such as an individual’s age, salary, assets, savings rate and company match rate to assign more personalized investment allocations than traditional target date funds.

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SPONSORED WEBINAR

Satisfying Clients’ Demands for Sustainable & ESG Investing

Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients.

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