Wealth Management Daily Memo

FEBRUARY 7, 2020

INDUSTRY

Creative Planning Takes Minority Investment From Private Equity Firm

Diana Britton

"The path here was not to maximize value or exit," CEO Peter Mallouk said. "If that were the goal, I would have sold a majority stake."

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ESTATE PLANNING

Who’s Part of Your Client’s Family?

Susan R. Lipp

A recent ruling says that home health care aides may be included.

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ALTERNATIVE INVESTMENTS

Want to Own a Ferrari? Now You Can Through a New Digital Token

Vildana Hajric and Matthew Miller

CurioInvest, an investment platform, and MERJ Exchange Ltd., a Seychelles-based digital asset exchange, are partnering to offer tokens backed by collectible cars.