Morning Memo
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Wealth Management Morning Memo

DECEMBER 14, 2018

REAL ESTATE

What HNWIs Want from Commercial Real Estate

David Bodamer

Comparing the findings from exclusive research with the audiences of NREI and WealthManagement.com.

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REGULATION AND COMPLIANCE

Bad Actors—Not the Industry—Should Pay for Unpaid Arbitration Awards

Diana Britton

An industry trade group warns that some approaches to addressing unpaid arbitration—such as a pool or errors and omissions insurance—will have unintended consequences.

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SPONSORED CONTENT

Your Clients Are Not Alone

Sponsored by American Heart Association

Discover key philanthropic strategies that bring families together.

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TECHNOLOGY

Envestnet Integrates SaleMove, Lays Out 2019 Roadmap

Samuel Steinberger

On the heels of BlackRock's $123 million investment in Envestnet, the wealthtech firm shares its plans for the coming months.

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SPONSORED CONTENT

Does Asset Withdrawal Order Matter?

Sponsored by Nationwide

See how tax-efficient withdrawal may extend portfolio longevity.

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The Daily Brief

TECHNOLOGY

Robinhood Offers "Checking & Savings"

Samuel Steinberger

It's not FDIC-insured, but Robinhood's new product has already turned some heads with its high interest rate.

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TECHNOLOGY

Independent Financial Partners Goes With Albridge for Wealth Reporting

Diana Britton

IFP, the super OSJ currently affiliated with LPL, continues to build out its tech stack ahead of launching its own brokerage next spring.

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WealthManagement Digital Edition

Advisors & Exchange Traded Funds - Advisors rate their experiences with the investment vehicle.

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TECHNOLOGY

Morgan Stanley Aims to Make Its Advisors More Visible On the Web

Michael Thrasher

The bank's wealth management business has partnered with Yext to help it manage digital information and drive potential clients to the firm.

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