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Wealth Management Daily Memo

AUGUST 5, 2019

Dead Celebrity Podcast: Joan Crawford's Harsh Decision

David Lenok

David Lenok and Dr. Stanley Teitelbaum explore "Mommie Dearest" herself, Joan Crawford's, decision to disinherit two of her children.

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Opinion

The Investopedia Top Advisor List Is Junk. Or is it?

Robert Sofia

Should our industry give credence to a list that essentially measures advisors by how loud their voices are?

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Industry

BlackRock: Least Risky Portfolios Are Most Expensive

Diana Britton

Advisors’ conservative models have the highest fees, according to a new analysis by BlackRock.

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SPONSORED CONTENT

Time is Money: Optimize Advisor Productivity Through Technology

Sponsored by Fiserv

Leverage technology to relieve administrative burdens and free up time to help advisors do what they do best.

FULL ARTICLE