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Wealth Management Daily Memo

MARCH 13, 2019

PEOPLE

SEC Charges Texas Radio Host for $19.6 Million Ponzi Scheme

Michael Thrasher

"The Money Doctor" and his firm claimed "to be a vehicle of God’s peace and comfort to as many people as possible, helping first with their financial peace of mind."

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ETFS

Forget No Fees. ETF Breaks Ground by Offering to Pay Investors

Rachel Evans

Holders will receive 50 cents for every $1,000 in a new low-volatility stock ETF -- until it grows to $100 million.

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SPONSORED CONTENT

Diversifying Your Emerging-Markets Allocation

Sponsored by Aberdeen Standard Investments

Investors should consider opportunities EM offers to better diversify their portfolios.

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HIGH NET WORTH

Major Victory for U.S. Individuals with CFC Shareholdings

Jeffrey Gould

Treasury issues proposed regs implementing a special deduction for those participating in controlled foreign corporations.

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SPONSORED CONTENT

The Tailored Fit

Sponsored by Covisum

How advisors can use technology to mass-customize financial planning.

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