Wealth Management Daily Memo

AUGUST 10, 2020

CELEBRITY ESTATES PODCAST

Death, Taxes and Elvis Presley

David H. Lenok

David Lenok and Paige Goepfert explore the financial mishaps of the King of Rock 'n Roll.

PEOPLE

FINRA Elects Board Members Representing Small, Large Firms

Patrick Donachie

Lantern Investments Chief Compliance Officer Wendy Lanton will help represent small firms on the regulatory agency's Board of Governors, while Securities America's Jim Nagengast will continue to represent larger firms.

SPONSORED CONTENT

The Secure Act--The Gift That Keeps on Giving

Sponsored by Strata Trust Company

An advisor tool to better assist your clients in retirement and grow your business.

RETIREMENT PLANNING

If Not a 401(k), Then What? The Alternatives Aren't Great

Aaron Brown

For many young workers earning the median wage, it may be better to just pay down debt or buy a home if they have the resources.

SPONSORED WEBINAR

Fireside Chat with the Experts on Midstream/MLPs

Sponsored by UBS

Please join us on Aug. 12 at 2pm ET / 11am PT as we discuss the evolving North American midstream energy universe, once heavily tilted towards MLPs, to now a sizeable share for US and Canadian C-Corps.