Morning Memo
Wealth Management Morning Memo

DECEMBER 12, 2017

INDUSTRY

Fee Structure Is Due For A Shake Up: Report

Clients want flexibility when it comes to paying a financial advisor.

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RETIREMENT PLANNING

Understanding Retirement Income Modeling Assumptions

The challenge is to simplify the complicated assumptions.

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SPONSORED CONTENT

How to attract high-net-worth clients

Understand the needs of HNW clients and grow your business.

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INFORMA INTELLIGENCE

Oldsters May Keep the Bond Bear at Bay

It may not be a bull market any longer for bonds, but it sure is for geriatrics!

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The Daily Brief

The Sin Bin

AdvisorShares has launched a new actively managed exchange traded fund that provides exposure to alcohol, cannabis and tobacco stocks. The AdvisorShares Vice ETF (ACT) invests primarily in U.S. equities, although there are some international companies. ...

The Benefits of Working As a Team
Advisors who work as a team are significantly more successful than those who go at it alone, according to a new study by The Investments & Wealth Institute and Janus Henderson. The study, which polled 2,800 practices across team and solo models, found that 60 percent of advisors work in a team, but only one-third collaborate in their decision making. ...

Fi360 Introduces Enhanced Fee Benchmarker

Fi360, provider of fiduciary-related education and technology, has announced the release of an enhanced, updated version of its Fee Benchmarker solution, which will offer increased flexibility and customization. The function will be available with Fi360’s Fiduciary Focus Toolkit. ...

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