WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 2, 2018

HIGH NET WORTH

IRS May Limit Ability to Deduct Property Tax Prepayments

What could this recent advisory mean for your clients?

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ETFS

Ten Things I’m Most Excited About at Inside ETFs

Matt Hougan, the CEO of Inside ETFs, on what advisors can look forward to at the year’s biggest ETF conference, including Mohammad El-Erian, Quincy Jones, the best new ETFs and a deep dive on bitcoin.

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SPONSORED CONTENT

Six Ratios For Benchmarking Your Practice

Discover six ratios that will offer deeper and more valuable insights into where you stand and help you maximize your performance.

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EQUITIES

2017 Markets Helped by What Didn't Happen

Nine expected events didn't materialize, leading to a banner year.

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