Morning Memo
Wealth Management Morning Memo

FEBRUARY 6, 2018

INDUSTRY

What Tim Buckley Got Wrong

Reports of our imminent demise are greatly exaggerated. We can justify our fees in an age of digital disruption by staying relevant and enriching the lives of our clients.

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HIGH NET WORTH

So Your Client Is Getting Married...

Making an upfront investment into the new relationship can reap a great return down the line.

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SPONSORED CONTENT

U.S. Equities: Tempering Expectations for an Aging Bull Market

Investors should temper their expectations for equity returns amid elevated valuations and peak profit margins.

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CLIENT RELATIONS

Five Ways Advisors Destroy Empathy

By simply reframing, with a touch of paraphrasing, the tone of the conversation changes.

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The Daily Brief

New FINRA Rules Aimed at Senior Protection Take Effect

Two Financial Industry Regulatory Authority rule changes went into effect Monday aimed at helping firms and financial advisors deal with alleged financial exploitation of senior investors. ...

No, You Can't Buy Bitcoin With a Credit Card
Banks in Britain and the United States have banned customers from buying bitcoin or other cryptocurrencies using their credit cards. Reuters is reporting that Lloyds Banking Group, which issues just over a quarter of all credit cards in Britain, and Virgin Money would ban credit card customers from buying cryptocurrencies. U.S. banks JPMorgan Chase and Citigroup said the same. ...

Advisors Shifting Assets Abroad
Despite Geopolitical Risk Advisors are worried about geopolitical risk, but it must not be keeping them up at night; half of them plan on increasing their allocation to international markets in 2018. ...

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