Wealth Management Daily Memo

MARCH 28, 2018

TECHNOLOGY

Betterment Empowers Advisors To Shift Asset Class Weights

Michael Thrasher

Flexible Portfolios is the first of a series of features aimed at giving advisors more control, Betterment for Advisors Director Cara Reisman said.

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ESTATE PLANNING

Family Conflict Tops the List of Estate Planning Challenges in 2018

David H. Lenok

Tax reform is on the tip of everyone's tongue, but not the top of this list, according to a recent survey.

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RETIREMENT PLANNING

The Fiduciary Standard Is Still Evolving

Ed McCarthy

There’s continuing confusion surrounding who will bear what burden.