WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 23, 2019

Estate Planning

What To Do If Your Client Inherits Farmland

How best to manage this important asset.

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Investment

The Importance of a Strategic Allocation to Global Assets

Having some sort of international allocation is critical to maintaining optimal performance in most long-term portfolios.

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Exclusive Research: Advisors’ Continue to Build Compliance Resources

Increased attention to regulatory compliance appears to be paying off at audit time.

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High Net Worth

War! What Is It Good For? Memorabilia

Artifacts from major military conflicts of the 1800s and 1900s went under the hammer at the Bonhams Conflicts of the 19th & 20th Centuries auction.

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Exclusive Research: How Advisors are Using Fixed Index Annuities

Advisors see value in fixed index annuities, but complexity may be holding them back.

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