Wealth Management Daily Memo

AUGUST 6, 2019

Envestnet Loan Portal Just Weeks From Full Deployment

Samuel Steinberger

Now that Envestnet owns a powerful financial planning product, it is integrating portals like Credit Exchange into its technology.

ETFs

Which ETF Providers Dance with Which Index Firm?

Todd Rosenbluth

ETFs are largely passively managed, but the index providers they rely on vary, even within the same markets.

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Estate Planning

Trustee Selection May Reduce An Irrevocable Trust's Tax Liability

Michael A. Okaty and Jamil G. Daoud

Look for residence in a state with low income tax.