Morning Memo
Wealth Management Morning Memo

JULY 29, 2019

HIGH NET WORTH

Where the Wealthy Go in Private Jets

Private jets flew to islands in the Americas almost 30,000 times, making them the world’s top hub for non-commercial aviation, led by the Bahamas, Puerto Rico and the Cayman Islands.

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PHILANTHROPY

A Lunch With Warren Buffett only Costs $4.57 Million (to Charity)

Figuring out the appropriate charitable deduction may not be as easy as you think.

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Seven Keys to Upgrading Your Advisor Tech

Don’t get burned when modernizing your tech stack.

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HIGH NET WORTH

Taxes Are One Thing – Not The 'Only' Thing

Taxes are not something to be afraid of; they’re something to be aware of.

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Six Ways to Help Clients Prepare for Longevity

Help your client meet the risks of a longer life in retirement.

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The Daily Brief

MUTUAL FUNDS

AQR Debuts First Model Portfolios

The five models, built with AQR mutual funds and targeted to various levels of investor risk, will be available on the Envestnet platform.  

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PEOPLE

Wells Fargo Names Julia Wellborn Head of Private Wealth Management

Wellborn, the head of wealth management at Comerica Bank, will lead Wells Fargo's private bank and Abbot Downing.

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Share Your Thoughts for a Chance to Win One of Four $100 Visa Gift Cards

You depend on marketing support to provide you with results-oriented materials, tools & resources to help you develop effective financial strategies for clients – but how good a job are they *really* doing in providing the support you need?

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INDUSTRY

First Western Fixed Income Team to Join Lido Advisors

Lido Advisors, an RIA in Los Angeles, said Thursday it is taking First Western Financial, Inc.'s Los Angeles-based fixed income portfolio management team in-house.

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