Morning Memo
Wealth Management Morning Memo

MARCH 26, 2018

MARKETING

Want To Be Known as an Expert? Write a Book

Advisors who write books benefit from the power of authority marketing.

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PHILANTHROPY

A Fading Culture of Giving

A steady decline in charitable donations, coupled with new tax law changes, should give Congress pause.

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BUSINESS PLANNING

The Insurance-Owned Independent Broker-Dealer Model is Far From Extinct

Who cares about ownership structure?

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The Daily Brief

BlackRock’s New Sector ETFs Powered by Machines

BlackRock has unveiled a new suite of exchange traded funds that takes into consideration the evolution of companies and sectors in the economy. The seven iShares Evolved U.S. Sector ETFs, which will take a dynamic sector classification approach, will be managed with the help of BlackRock’s Systematic Active Equity group and powered by machine learning. ...

HNW Collectors Like Art More Than Wine
For the first time since 2010, high net worth collectors spent more of their fortunes on fine art than "investment-grade wine," Quartz reports, citing The Wealth Report from Knight Frank and Douglas Elliman. ...

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