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Wealth Management Daily Memo

DECEMBER 15, 2017

CAREERS

American College Launches New Designation for Wealth Managers

Diana Britton

The Wealth Management Certified Professional (WMCP) designation is aimed at existing advisors who want a deeper grasp on wealth management techniques.

FULL ARTICLE

INDUSTRY

Counter-Counterpoint: QPR Disruption is Coming, Even for the UHNW

Anton Honikman

We won’t throw the baby out with the bathwater, but let’s upgrade the plumbing.

FULL ARTICLE

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TRUMP TAX REFORM

GOP Tax Reform Bill Will Preserve Estate Tax

President Donald Trump and Republicans had sought to repeal the "death tax"

FULL ARTICLE

Bloomberg