Wealth Management Daily Memo

OCTOBER 11, 2019

PEOPLE

Fisher Faces a Backlash After Vulgar Comments at Conference

John Gittelsohn, Melissa Karsh and Lily Katz

In a letter to staff, Ken Fisher apologized and said he understood that his comments reflected poorly on him and the firm.

HIGH NET WORTH

Senate Democrats Seek to Overturn Cap on SALT Deduction

Anna Sulkin

They recently announced that they’ll be forcing a vote on the issue.

SPONSORED CONTENT

Podcast: Get Equipped to Create Your Succession Plan

Sponsored by United Planners

In this podcast, uncover steps that you can take to inch closer to having your complete succession plan.

TECHNOLOGY

Riskalyze Fintech Report Card: September 2019

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

SPONSORED CONTENT

Trusts and Estates Content For Advisors

Sponsored by Arden Trust

A compendium of the most latest trust articles from the editors of Trusts & Estates and WealthManagement.com