Wealth Management Morning Memo

OCTOBER 15, 2020

RETIREMENT PLANNING

What Happens to Your Clients if the Affordable Care Act Goes Down?

Mark Miller

It’s difficult to overstate the impact of the ACA on the American health care system.

ESTATE PLANNING

Clients Rush to Revisit Estate Plans Before the Election

Anna Sulkin

Many are concerned about possible tax increases if there’s a change in administration.

SPONSORED CONTENT

Revised ETF Regulations Could Change the Game

Sponsored by Fidelity Investments

Regulatory shifts may make ETF investment options more appealing.

CLIENT RELATIONS

Overcoming the Collaboration Challenge

Randy A. Fox

Why is working together so difficult for many advisors?

SPONSORED CONTENT

Gold Mining's Contribution to the UN Sustainable Development Goals

Sponsored by World Gold Council

Explore how the gold industry is taking action to support the UN Sustainable Development Goals.

Wealthies Circle Spotlight

How Much Can You Grow as an Independent Advisor?

Contributed by Schwab Advisor Services

What’s going independent really like? Two advisors discuss their newfound growth in the RIA channel.

VISIT THE WEALTHIES CIRCLE

The Daily Brief

TECHNOLOGY

M1 Finance Closes $45M Series C Round

Samuel Steinberger

M1 has raised just shy of $100 million on its quest to be the "next-gen finance super app."

TECHNOLOGY

fpPathfinder & Wealthbox Integrate Financial Planning Checklists

Samuel Steinberger

Advisors can now save notes associated with financial planning directly to clients' CRM records.

READ MORE OF THE DAILY BRIEF