Morning Memo
Wealth Management Morning Memo

MARCH 31, 2018

REGULATION AND COMPLIANCE

Will Brokerages Comply with CFP Board’s New Fiduciary Standard?

Wirehouse firms balked at the proposed enhancements to the most widely known professional mark for the industry, threatening to abandon their support for the designation.

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PHILANTHROPY

Newman’s Own Exception Quietly Passed

Will this well-intentioned provision end up being exploited?

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SPONSORED CONTENT

Seeking a Less Volatile Route to International Diversification?

Watch our Editor David Armstrong talk with Seeyond's Alex Pire about MVIN, the company's actively managed ETF investing in low volatility international stocks to seek risk-adjusted returns.

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TECHNOLOGY

Farewell to Robo Advisors, Hello to Cognitive Computing with a Pulse

Like 19th century textile workers displaced by the power loom, financial advisors have been fretting over robo advisors for a decade. That was all before data aggregation, cognitive computing and AI took over.

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ETFS

Investing in the Next Generation, Literally

These ETFs aim to capture some of the next generation’s spending habits.

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RETIREMENT PLANNING

The Fiduciary Standard Is Still Evolving

There’s continuing confusion surrounding who will bear what burden.

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HIGH NET WORTH

Considerations for Successful Family Wealth Transfers

Preserving generational wealth depends on managing critical internal family dynamics.

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PEOPLE

Four Morgan Stanley Executives Leave for Technology Firm Advizr

The financial planning company’s CEO said the hires represent a turning point in the industry’s technology space.

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CAREERS

How I Reinvented Myself as a Financial Advisor at Aged 30

The last sixth months of my life have been the most challenging, stressful and uncomfortable times that I have ever dealt with.

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MARKETING

Want To Be Known as an Expert? Write a Book

Advisors who write books benefit from the power of authority marketing.

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PHILANTHROPY

A Fading Culture of Giving

A steady decline in charitable donations, coupled with the new tax laws, should give Congress pause.

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