Wealth Management Daily Memo

OCTOBER 3, 2018

HIGH NET WORTH

What Can Fred Trump’s Estate Teach Us?

David H. Lenok

There’s a fine line between tax avoidance and tax evasion under our broken system.

ADVISOR CHANNELS

New Player in RIA Funding Challenges Live Oak

Diana Britton

Succession Lending positions itself as an alternative to Live Oak Bank, the innovative lender that brought small business loans to collateral-light RIAs.

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3 Best Practices to Maximizing the Power of UMAs

Sponsored by InvestEdge

Where traditional UMAs fall down, a new breed of enhanced UMAs stand up.

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FIXED INCOME

The U.S. Is Playing With Fire on Trade

Krishna Memani

China is the real elephant in the room.

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Tips for Turning Asset Allocation Expertise Into a Competitive Advantage

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These tools help validate how your approach to asset allocation and portfolio construction differentiates you from your peers.