Morning Memo
 
Wealth Management Morning Memo

DECEMBER 17, 2021

RETIREMENT PLANNING

Your Clients’ Medicare Costs—Look Beyond the Premiums

Out-of-pocket spending is the real planning challenge.  

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ETFS

The 20 ETFs With the Greatest Inflows in the Past Month

These funds took in the most money over the past 30 days.

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SPONSORED CONTENT

Transitioning Your Business: Your Comprehensive Guide to a Seamless Move

Thinking about transitioning your business undoubtedly raises questions and concerns.

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MINDY DIAMOND ON INDEPENDENCE

11 Trends Destined to Impact Advisors and Their Businesses

Mindy and Louis Diamond look forward to see how the "seller's market" of 2021 will color the new year.

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INDUSTRY

‘I Was Wrong’: Omicron Wrecks CEOs’ Plans for Office Return

Morgan Stanley CEO James Gorman recently changed his tune regarding a return to the office.

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SPONSORED CONTENT

5 Ways to Attract and Retain Executives

Nonqualified deferred compensation retirement plans can improve competitiveness.

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