Wealth Management Daily Memo

OCTOBER 7, 2019

WEALTHCASTS

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

ETFS

Stock Havens Cost More Than Ever, Right When Investors Need Them

Molly Smith and Sarah Ponczek

“Investors are like hyperactive first graders playing musical chairs -- always trying to out-anticipate the other as to when the music will stop.”

SPONSORED CONTENT

Solving the Cybersecurity Riddle

Sponsored by United Planners

Read this white paper for guidance on how advisors can best confront the challenging issue of cybersecurity.

DOWNLOAD WHITE PAPER

TECHNOLOGY

Best of 2019: Tech CMOs and CTOs of the Year

WealthManagement.com Staff

These nine men and women represent the best chief marketing officers and chief technology officers at technology firms that support financial advisors.

SPONSORED CONTENT

How to Love Market Corrections

Sponsored by Hartford Funds

Market corrections can actually be an investment opportunity.

TOP COLLEGES

EDITOR'S LETTER

Why We Need to Rank the Top Planning Programs

David Armstrong

WealthManagement.com has created the first data-based ranking of financial planning programs at U.S. colleges and universities.