WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 14, 2018

MUTUAL FUNDS

Researchers: Advisors More “Misguided” Than Conflicted

It’s not conflicts of interest that push clients into high-cost, high-turnover investments; the advisors invest exactly the same way for themselves, according to a survey of 4,000 advisors and 500,000 client accounts.

FULL ARTICLE

ESTATE PLANNING

James Brown’s Estate: Not Much Progress 11 Years On

Will there be anything left to distribute once all is said and done?

FULL ARTICLE

SPONSORED CONTENT

Advisor Insights: Top Five Transition Tips

Learn from advisors who have transitioned their own business.

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PODCAST

Steve Sanduski on “Being Human” during the Coming Robo Revolution

In this Elite Advisor Blueprint podcast, we discuss changes on the horizon of financial advice.

FULL ARTICLE