WealthManagment.com Daily Memo
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Wealth Management Daily Memo

JULY 22, 2019

ESTATE PLANNING

Dead Celebrity Podcast: Karl Lagerfeld and His Cat

David H. Lenok

Will your clients' pets become heirs? Is it weird if they do?

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PEOPLE

Matt Brinker Leaves United Capital

David Armstrong

Don’t expect too many more large deals like Goldman Sachs’ $750 million acquisition of United Capital in the near future, says Joe Duran’s former business development exec. But there will be plenty of options for consolidation among current RIAs.

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SPONSORED CONTENT

Behavioral Finance: What Everyone Needs to Know

Sponsored by The American College of Financial Services

Unconscious bias has a significant impact on the decisions we make every single day.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Sex Toys Allowed, Not Massages, in Fine Print of Trump Tax Break

Noah Buhayar

Reading the fine print inside the opportunity zones program.

FULL ARTICLE

SPONSORED CONTENT

Building Trust While Delivering Value

Sponsored by Adhesion Wealth

Trust: a revered and delicate thing – how do you build trust and deliver value?

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