Wealth Management Daily Memo

FEBRUARY 27, 2019

HIGH NET WORTH

A Roadmap for Selling a Closely Held Business: Part 1

David Thayne Leibell, Carrie J. Larson and Brian Schimpf

In this first installment, we lay out core issues, such as timing, family dynamics and assembling a team.

MUTUAL FUNDS

Fidelity Says It Fully Discloses Fund Fees in 401(k) Plans

Michael McDonald

Fidelity's fees and disclosures of them are being probed by the U.S. Department of Labor.

SPONSORED CONTENT

Why the Dividend Aristocrats Are King

Sponsored by ProShares

In a downturn, quality matters—look to the Dividend Aristocrats.

MARKETING

Three Facebook Retargeting Strategies for Financial Advisors

Stephen Boswell and Kevin Nichols

Facebook used to be easy. Now, if you want results, you have to develop a more advanced strategy.