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Wealth Management Daily Memo

APRIL 3, 2018

REGULATION AND COMPLIANCE

Merrill Lynch Gives Up Fight Against Former Advisors’ Right to Arbitrate

Diana Britton and Michael Thrasher

Merrill Lynch has dropped nine federal court cases it filed against former financial advisors to prevent them from arbitrating claims against the firm.

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PODCAST

Michael Kitces’ #FASuccess Podcast: Adam Birenbaum on Using Outside Capital to Fund M&A

Michael Kitces

Adam Birenbaum, the CEO of Buckingham Strategic Wealth and BAM Advisor Services, talks about the firm's growth strategy.

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SPONSORED CONTENT

Three Tips on Major Tax Changes

Sponsored by American Portfolios

How to discuss the new tax changes with your clients.

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ESTATE PLANNING

‘Affluenza’ Teen Released from Jail

Anna Sulkin

Ethan Couch is reportedly a changed person after serving his sentence.

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