Wealth Management Morning Memo

MARCH 6, 2019

CAREERS

What Makes a Financial Advisor a “True” Fiduciary?

Mindy Diamond

The ability to act in clients’ best interests without limitation is one of the main reasons for the ever-increasing growth of the independent space.

HIGH NET WORTH

The Hardest Part of Planning for HNW Families is HNW Families

David H. Lenok

When it comes to fear, death’s got nothing on talking to your relatives.

SPONSORED CONTENT

Next-Gen Clients Can Make Fiscal Sense

Sponsored by Securities America

Learn how one practice is embracing next-gen clients with a wide range of services and cultivating relationships for longevity.

ETFS

How’s Your Risk Exposure?

Brad Zigler

A single diversifier may not be enough.

SPONSORED CONTENT

The Tailored Fit

Sponsored by Covisum

How advisors can use technology to mass-customize financial planning.

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The Daily Brief

INDUSTRY

Credit Union-Focused B/D Announces Record 2018 Revenue

Diana Britton

CUSO Financial Services, a b/d subsidiary of Atria Wealth Solutions, renewed contracts with more than a dozen credit unions with $36 billion in client assets.

SPONSORED WEBINAR

TODAY: Navigating Volatility Throughout an Investor’s Life Cycle

Sponsored by Prudential Financial

Learn how can help prepare your clients to appropriately build their investment portfolio to manage and weather through portfolio volatility while helping them prepare for retirement and legacy goals. March 06, 2019 | 4:00pm ET

ALTERNATIVE INVESTMENTS

Cambridge Associates: HNW Investors Should Have 40 Percent in Private Placements

Michael Thrasher

The private investment firm is pushing mega-wealthy families to design portfolios like endowments and foundations.

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