View Online

JULY 28, 2018

HIGH NET WORTH

Seagram’s Heiress Bankrolls Alleged Sex Cult

Anna Sulkin

The repercussions of inheriting too much, too soon.

FULL ARTICLE

PEOPLE

Fidelity Advisor Managing $2.7 Billion Joins RIA

Michael Thrasher

Larry Rollins said Monday he was joining Brenton Point Wealth Advisors.

FULL ARTICLE

INDUSTRY

Focus Financial Partners Gains on Day One, Meets Target on Debut

Michael Thrasher

The company lowered its IPO price to $33 but investors pulled it up on its first day of trading.

FULL ARTICLE

ESTATE PLANNING

IRS Announces Forthcoming Section 67(g) Clarifications

James Dougherty and T. Sandra Fung

IRS Notice 2018-61: Deductibility of Section 67(e) expenses confirmed.

FULL ARTICLE

MY LIFE AS A CLIENT

A Caffeinated Life Hack Tip from My Financial Advisor

John Kador

It’s not all about investments and retirement. Here, a client learns a lesson on the everyday meaning of value from his advisor.

FULL ARTICLE

ETFS

The Top 20 Consumer Staples ETFs

Aniket Ullal, First Bridge Data

The top 20 consumer staples ETFs ranked by one-year returns.

FULL ARTICLE

INDUSTRY

Carson Wealth Invests in $1B AUM Pinnacle Financial

Michael Thrasher

Texas-based Pinnacle Financial Group is the largest firm to date to choose Carson Group’s equity partnership option.

FULL ARTICLE

TECHNOLOGY

Cash Can Be Advising Opportunity

Samuel Steinberger

Cash is providing far from kingly returns, but that may be just the opportunity advisors need to add value, retain clients and capture wallet share.

FULL ARTICLE

PHILANTHROPY

HNW Clients Look for Advisors with Charitable Strategies

Samuel Steinberger

Advisors who know about and can discuss philanthropy may be strengthening their own business.

FULL ARTICLE

INDUSTRY

Lightyear-Fueled Wealth Enhancement Group Acquires Another RIA

WealthManagement.com Staff

It is the sixth major acquisition Jeff Dekko’s hybrid firm has made since being acquired by Donald Marron’s Lightyear Capital.

FULL ARTICLE