Morning Memo
Wealth Management Morning Memo

OCTOBER 25, 2018

HIGH NET WORTH

Taxes Through the Lens of Cristiano Ronaldo

Tracing the star’s career path to demonstrate how European new resident tax regimes may be appealing to mobile athletes.

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INSURANCE

Premium Financing Life Insurance in Today's Markets

Our clients don't understand insurance crediting.

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SPONSORED CONTENT

5 ETF Myths Busted!

Do you know the truth about ETFs? Once you dispel the misconceptions, it’s easier to see the potential benefits. Download the investor-approved paper, “The Truth About ETFs”, to separate fact from fallacy and learn how you might use the most common ETF approaches.

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INDUSTRY

Wall Street Banks Are Said to Get Fee Cut From SIFMA

The Securities Industry and Financial Markets Association has agreed to trim costs for its biggest members by capping annual fees at about $1.75 million.

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SPONSORED CONTENT

Outrageous Pricing of Real Estate Investments

It’s hard to get out, after getting in at a getting out price.

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The Daily Brief

TECHNOLOGY

Apex Clearing Brings Fractional Shares to Discount Brokerages

What was once reserved for the robos is now available to self-directed brokerages.

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TECHNOLOGY

SmartAsset Adjusts Timeline on Public Advisor Profiles

All 300,000-plus RIAs will have a public profile by the end of next year.

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