WealthManagment.com Daily Memo
Wealth Management Daily Memo

APRIL 22, 2019

Widow Seeks $2 Million from Wells Fargo FiNet Broker

A New Jersey woman claims a broker with Wells Fargo Advisors Financial Network used proceeds of her late husband's life insurance policy to invest in speculative options and volatile non-income producing individual securities such as Facebook.

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ETFs

Investors Are Not Waiting Three Years With ETFs

Here's a breakdown of the top ETFs with more than $1 billion in market capitalization and track record of less than three years.

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Podcast

A Model of Supported Independence That Fills the “Fear Gap”

A discussion with Rob Bartenstein, CEO of Kestra Private Wealth Services.

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Philanthropy

Charitable Giving: A New Definition of Success

Across generations, a new marker for success seems to be emerging: the desire to give money away.

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