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NOVEMBER 25, 2017

HIGH NET WORTH

Ten Ways to Prevent Affluenza

John McManus

An ounce of prevention is better than a pound of cure.

FULL ARTICLE

RETIREMENT PLANNING

The 10 Best and Worst U.S. Cities to Retire in 2017

WealthManagement.com Staff

This list takes into consideration more than just sun and sand.

FULL ARTICLE

INFORMA INTELLIGENCE

Why There’s So Much Caution Around Stocks

David Ader

Price action alone is only a temporary rationale.

FULL ARTICLE

INDUSTRY

UBS Wealth Management Alters Fee Schedule and Waivers

Michael Thrasher

Changes haven’t been made since 2009.

FULL ARTICLE

ESTATE PLANNING

Does Estate Tax Repeal Really Matter?

Al W. King III

Trusts should remain popular regardless of what happens to the estate tax and generation-skipping transfer tax.

FULL ARTICLE

ETFS

New ETF Bets on the Decline of Brick and Mortar Stores

Michael Thrasher

The new ProShares fund provides short exposure to companies in a sector that has struggled and shows few signs of turning around.

FULL ARTICLE

LIVE FROM THE SCHWAB IMPACT CONFERENCE

Schwab IMPACT: Can ESG be an Advisor’s Niche?

David Armstrong

So far, there has been little uptake among advisors or clients for ESG funds. That’s an opportunity, says Nuveen’s Marcus Velasco.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Everything You Need to Know About Hedge Fund Conversions

Jerry Szilagyi

With both the equity and fixed income markets near all-time highs, investors are concerned about the risk in traditional portfolios.

FULL ARTICLE

INSURANCE

Financed Life Insurance—the Emperor Has No Clothes

Jerome M. Hesch and Bradley Barros

Clients and advisors need to fully understand the inherent risks of the transaction.

FULL ARTICLE

HIGH NET WORTH

An Advisor’s Guide To Planning For Startup Founders

David T. Leiber and Erin Wilms

Help mitigate risk and set the stage for financial success both before and after a liquidity event.

FULL ARTICLE

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