Morning Memo
Wealth Management Morning Memo

AUGUST 9, 2018

ESTATE PLANNING

Wealth Advisory for the Truly Wealthy

Countless families pay their advisors a great deal for their investing “prowess,” and in return receive uncertain results at best. In contrast, qualified advisors can implement estate planning strategies that are certain to disinherit the IRS and save families a massive percentage of their inter-generational wealth.

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ESTATE PLANNING

Navigating Moral and Religious Qualification Clauses

These restrictions can pose significant administrative problems for fiduciaries.

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SPONSORED CONTENT

An Important Consideration: Financial Planning for the Special Needs Community

Understanding the challenges faced by the special needs community is an important way to differentiate yourself among your peers.

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RETIREMENT PLANNING

Reducing the Risk of a DOL Audit

Avoid these triggers and plan-related problems.

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SPONSORED WEBINAR

The Emergence of Emerging Markets (August 16, 2018 | 4:15 PM ET)

This interactive discussion will explore the convergence of emerging and developed markets, and how investors may wish to position their long-term, global equity portfolios to pursue the growth potential of the “most favored” emerging markets countries. 

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The Daily Brief

TECHNOLOGY

Rollovers Made Easier at Betterment for Advisors

Advisors will now have the ability to initiate and execute paperless retirement account rollovers for their clients.

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CLIENT RELATIONS

Explain The Fees, or Clients Will Leave

A NerdWallet study revealed that 44 percent of clients who were charged fees made changes to their account.

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PEOPLE

Baird Names Successor to Retiring COO

Laura Thurow has been promoted to director of Baird's Wealth Solutions and Operations of the Private Wealth Business.

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