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Wealth Management Daily Memo

OCTOBER 23, 2019

TECHNOLOGY

Choosing A Security Pro Should Not Scare You

Davis Janowski

There’s a shortage of designees with the venerable CISSP certification, but there are others to consider when hiring (or outsourcing) a cybersecurity expert to help protect your firm.

FULL ARTICLE

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RETIREMENT PLANNING

What is Digital Financial Attention?

Ed McCarthy

For most plan participants, it’s surprisingly low.

FULL ARTICLE

DEAD CELEBRITY PODCAST

Anthony Bourdain, Aretha Franklin and the Basics of Trusts

David H. Lenok

In this episode, David Lenok and Geoff Madsen discuss the benefits of using trusts in estate planning.

Brought to you by FS Investments

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EQUITIES

Excitement Is Starting to Fade for Glamour Stocks

Nir Kaissar

Pedestrian profits are winning out over seductive popularity.

FULL ARTICLE

SPONSORED CONTENT

Interactive Guide: Successful RIA Mergers & Acquisitions

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Learn about M&A trends and how buyers can position themselves as a more attractive partner in a seller's market.

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