WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 21, 2019

ESTATE PLANNING

U.S. Supreme Court: State Violated Due Process by Taxing Trust

The beneficiaries had no right to demand the income and weren’t certain to receive it.

FULL ARTICLE

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INDUSTRY

The End of the Revenue-Based Compensation Model for Advisors

Xtiva Chief Product Officer Jeff Mardsen explores the ways in which advisor compensation models are shifting away from being purely based on sales revenue.

FULL ARTICLE

SPONSORED CONTENT

Are You Losing Your Gen X Clients?

Read this white paper to learn more about what makes Gen Xers so important for financial advisors and what four steps to take to reach these potential clients.

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PEOPLE

At Wells Fargo, a Chance Dims to Break U.S. Banks’ Glass Ceiling

Mary Mack looked like a rising candidate to become Wells Fargo's next chief executive. That is, until the bank's board promised it would find a new leader outside the troubled bank.

FULL ARTICLE

SPONSORED CONTENT

How to Choose the Right TAMP for Your Advisory Business

Be better prepared to evaluate and select a TAMP partner that is suited to support your growing advisory business.

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