WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 22, 2018

ESTATE PLANNING

Aretha Franklin Died Without a Will

Her estimated $80 million estate could be in jeopardy.

FULL ARTICLE

INDUSTRY

JPMorgan Is Dismissing About 100 People in Asset Management

The cuts are global and range across several businesses in the group.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Delivering Scalable Rebalancing Solutions

Helping advisors bring more personalized services to a broader audience.

FULL ARTICLE

ESTATE PLANNING

Factors to Consider When Contemplating Trust Modification

New Georgia law follows national trend and expands ability to modify irrevocable trusts.

FULL ARTICLE

SPONSORED CONTENT

Gender Gap in Fund Investor Diversity

Performance doesn't explain the lack of female fund managers.

DOWNLOAD WHITE PAPER