Morning Memo
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Wealth Management Morning Memo

SEPTEMBER 5, 2019

HIGH NET WORTH

How Your Client's Tax Debt May Impact Her Passport

Suzanne Shier

She may not be able to leave the country until she pays what she owes

FULL ARTICLE

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ETFS

The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

Reed Stevenson

The "hero" of "The Big Short" said index fund inflows are now distorting prices for stocks and bonds in much the same way that CDO purchases did for subprime mortgages more than a decade ago.

FULL ARTICLE

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HIGH NET WORTH

The Tax Consequences of Giving Away the House

Bryan D. Kirk

Factors to consider when deciding whether to sell, gift or keep the property.

FULL ARTICLE

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The Daily Brief

MUTUAL FUNDS

Passive Wins, Active Loses Under Morningstar's New Rating System

Diana Britton

Morningstar analysts ran mutual funds and ETFs through its new methodology, taking effect Oct. 31, to see the impact of the ratings enhancement.

FULL ARTICLE

TECHNOLOGY

Trizic Becomes Harvest Savings & Wealth Technologies

Davis Janowski

The rebranding is in addition to $23 million in new equity and debt financing and two new products

FULL ARTICLE
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