Wealth Management Morning Memo

SEPTEMBER 3, 2018

How Smart Are You About How Retirement Payments Are Taxed?

John Kador

Take this quiz to find out how good a guide you can be in navigating clients through the post-retirement tax minefield.

Retirement

Merrill Lynch Reverses Course on Commissions For Retirement Accounts

Michael Thrasher

With the death of the DOL's fiduciary rule, the firm will go back to allowing brokers to collect commissions for clients' retirement accounts.

High Net Worth

Aretha Franklin Died Without a Will

David Lenok

Her estimated $80 million estate could be in jeopardy.

Technology

What the Treasury’s FinTech Report Means for Account Aggregation and Advisors

Samuel Steinberger

The Treasury’s recently released fintech report anticipates “big data” affecting wealth management.

Practice Management

My Life as a Client: Free Dinners, Bad Advice

Anne Field

Here’s a story from Walt Eldredge, 72, of Baton Rouge, a semi-retired trainer for a major oil company.

The Daily Brief

Editor's Note

The Daily Brief is taking off Monday to celebrate Labor Day. It will return on Tuesday, September 4, 2018. Thanks, and Happy Labor Day from the WealthManagement.com team.

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