Morning Memo
Wealth Management Morning Memo

NOVEMBER 25, 2019

HIGH NET WORTH

Why Clients Should Rent, Not Buy, Big-Ticket Items

They’ll get most of the fun, a fraction of the cost, and none of the headaches.

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HIGH NET WORTH

IRS Cracking Down on Conservation Easements

A few tips for keeping out of trouble with easement transactions.

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SPONSORED CONTENT

Solutions for Every Portfolio

Avantis Investors uses financial science to build investment strategies targeting higher expected returns that are broadly diversified and executed through an efficient, cost-conscious and repeatable process.  

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FIXED INCOME

Trump Tax Cut Sets Off Boom in Once Sleepy Corner of Muni Market

President Donald Trump’s 2017 tax-cut law took away the power of states and cities to sell tax-exempt bonds for a key refinancing technique.

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SPONSORED CONTENT

Does a Business Owner Ever Really Retire

Business owners have a unique view of retirement because they look at retirement as some future event that happens to others.  

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The Daily Brief

TECHNOLOGY

$10 Billion RIA Introduces Hybrid Robo Advisor Powered By Schwab

The new offering will couple an automated investment management platform, powered by Schwab, with access to a Certified Financial Planner.

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PEOPLE

The Mather Group Names New CEO

Chris Behrens, the president and CEO of YA, will officially join the Chicago-based wealth management firm on Jan. 1.  

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SPONSORED CONTENT

M&A Through an Operational Lens

Whether selling or buying, you know how important it is for your clients to transition to the new firm. Learn about having the right systems and infrastructure in place to help ensure that your M or A process is as smooth as possible for clients.  

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