WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 13, 2018

INDUSTRY

Wells Fargo Continues to Lose Advisors Amid Scandals

The firm’s advisor force has declined 2 percent from the year-ago quarter.

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HIGH NET WORTH

IRS Announces 13 Focused Initiatives Targeting Foreign Businesses

Protective returns and why announcing yourself Is better than disqualifying yourself.

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Bridging the Digital Knowledge Gap

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ALTERNATIVE INVESTMENTS

Trend-Following Index Managers Have So Far Failed to Replicate Managed Futures' Performance

The evidence that investors can reliably replicate managed futures' performance with low-cost, trend-based indices is scant.

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