Morning Memo
Wealth Management Morning Memo

MARCH 23, 2019

INDUSTRY

How Smart Are You About Tax Credits?

The Tax Cuts and Jobs Act introduced new rules that dramatically shuffle the tax landscape. How informed are you about them?

FULL ARTICLE

PEOPLE

Anthony Scaramucci Revives the SALT Conference

Scaramucci talks about programming his annual conference, what he thinks RIAs will get out of the meeting and why he invited John Kelly, who very publicly fired him from the White House, to be a keynote speaker.

FULL ARTICLE

HIGH NET WORTH

Delicately Handling Family Loans and Gifts

The devil is in the details when clients help out relatives.

FULL ARTICLE

PHILANTHROPY

Corporate Giving Is on the Rise

The result is enhanced investor, employee and customer engagement.

FULL ARTICLE

ESTATE PLANNING

Should Inheritances be Equal or Fair?

Many parents grapple with the conflict of leaving less to one child.

FULL ARTICLE

MUTUAL FUNDS

The Best Retirement Income Fund

Given the instability in the market, can clients rely on these income funds to provide the support they expect?

FULL ARTICLE

ETFS

ETFs With the Greatest Inflows in the Past Month

Here are the ETFs with the greatest inflows in the past month, ranked by one-month net flows-to-assets ratio.

FULL ARTICLE

TECHNOLOGY

HSBC Signs Deal to Use BlackRock's 'Aladdin' Software Worldwide

The partnership between Europe’s largest bank and the world’s biggest asset manager comes as both industries are battling to use technology to increase profits and improve service.

FULL ARTICLE

INDUSTRY

RIAs Charged for 'Gambling' With Client Money

The Massachusetts Securities Division accused two advisors of overconcentrating portfolios with risky oil and gas investments.

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INDUSTRY

HD Vest’s Parent to Buy 1st Global for $180 Million

After the transaction closes, Blucora will have a total of 4,500 tax-focused advisors and $60 billion in client assets.

FULL ARTICLE