WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 21, 2017

MUTUAL FUNDS

Schwab IMPACT: Can ESG be an Advisor’s Niche?

So far, there has been little uptake among advisors or clients for ESG funds. That’s an opportunity, says Nuveen’s Marcus Velasco.

FULL ARTICLE

TRUMP TAX REFORM

Does Estate Tax Repeal Really Matter?

Trusts should remain popular regardless of what happens to the estate tax and generation-skipping transfer tax.

FULL ARTICLE

INFORMA INTELLIGENCE

Chinese Concerns, Tumbling Commodities and Sovereign Debt Weigh On Emerging Markets

Is the biggest weekly outflows from emerging market funds in three years an ominous sign, or a bump in the road?

FULL ARTICLE