WealthManagment.com Daily Memo
Wealth Management Daily Memo

MARCH 4, 2019

ETFS

Perspective on the Latest Salvos in the ETF Fee War

Cheap is good, but when it comes to ETFs, it's what's inside the fund that really matters.

FULL ARTICLE

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MUTUAL FUNDS

Fidelity Faces State Inquiry Over Fees Charged for 401(k) Plans

The Massachusetts Secretary of the Commonwealth's securities division is requesting information about Fidelity's mutual fund fees.

FULL ARTICLE

ESTATE PLANNING

Popular Wealth-Transfer Techniques to Leverage Exemptions Remain Viable

Dynasty trusts and SLATs look to be ascendant.

FULL ARTICLE