Wealth Management Daily Memo

OCTOBER 2, 2019

INDUSTRY

Trade Fee War Has Advisors Asking ‘What’s the Catch?’

Diana Britton

Moves by Schwab and TD Ameritrade to eliminate commissions look great on the surface, but advisors know there’s no free lunch.

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HIGH NET WORTH

SALT Deduction Cap Lives On

Susan R. Lipp

Federal court dismisses states’ challenge.

SPONSORED CONTENT

Advisors and Clients Need to Find Their Retirement Income Style

Sponsored by The American College of Financial Services

Explore the two opposing philosophies about how to build a retirement plan.

HIGH NET WORTH

Is Car Collecting a Sensible Investment?

Timothy Barrett

With any collectible, you have no guarantee that you’ll get your money back ... or anywhere close.

SPONSORED CONTENT

Podcast: What You Must Know About Using the Latest Technologies

Sponsored by United Planners

What advisors need to know about using the latest technologies in their practices.