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Wealth Management Daily Memo

NOVEMBER 28, 2018

ALTERNATIVE INVESTMENTS

Josh Brown: Until Custody Risk Is Eliminated, Crypto Assets Aren't For Wealth Managers

Michael Thrasher

Until custody risk is virtually eliminated, advisors won't buy and sell crypto assets on behalf of clients. But they still need to be well-versed in the new asset class.

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RETIREMENT PLANNING

Will Individuals With Disabilities Be Forced Into Nursing Homes?

Letha Sgritta McDowell

New CMS notice may cause major upheaval for clients receiving services and support in their homes.

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SPONSORED CONTENT

Complying with the California Consumer Privacy Act of 2018 for Financial Institutions

Sponsored by Perficient

While the CCPA impacts companies doing business in California, other states are expected to follow its lead.

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PHILANTHROPY

On Philanthropy: Best Excerpts From the First 100 Columns

Bruce DeBoskey

Some of the many lessons I’ve learned and thoughts I’ve tried to convey.

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