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FEBRUARY 26, 2019

PHILANTHROPY

Treating Affluenza With 100ccs of Philanthropy

Robert F. Sharpe Jr

This all too common condition is far from incurable.

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WEALTHCASTS

An Attorney’s Advice on Navigating Transition

Mindy Diamond

A conversation with David Gehn, Head of the Litigation Department at Ellenoff Grossman & Schole.

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SPONSORED CONTENT

New Planning Platform Deeply Integrates with Covisum Tools

Sponsored by Covisum

Deliver clear advice and easily transition to the broader plan.

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CLIENT RELATIONS

Use Retainers Agreements to Establish Good Communication Policies

Sandra D. Glazier and Martin M. Shenkman

Four tips to make sure advisor and client understand one another.

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SPONSORED WEBINAR

Real estate is considered a key asset class of a diversified portfolio.

Sponsored by Pacer ETFs

As the digital world continues to develop along with consumer shopping habits, sectors in the real estate industry may be poised to benefit, including data and infrastructure, industrials and retail. Learn more about Investing in Real Estate within the Digital Economy and the Technology & Intelligence Revolution – Weds. 2/27 at 4:15 PM ET.

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The Daily Brief

REGULATION AND COMPLIANCE

SoFi Resolves Allegations of Deceptive Student Loan Advertising

Samuel Steinberger

The FTC and SoFi resolved a government complaint, issued in October, around the firm's student loan advertising.

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