Wealth Management Daily Memo

JULY 3, 2019

CFP Board's 'Private Standards' Raise Concerns

Michael Thrasher

In a letter Tuesday, the American Securities Association accused the CFP Board of subverting the SEC's authority.

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What's Behavioral Investment Counseling?

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Modern financial advisors should do more than choose investments.

High Net Worth

Prince Harry and Meghan Split from Royal Foundation

Anna Sulkin

How does dividing up a charitable organization work?

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Building Trust While Delivering Value

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Trust: a revered and delicate thing – how do you build trust and deliver value?

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Philanthropy

Deduction Denied for Assets Contributed on House’s Demolition

Conrad Teitell

Complicated facts, but the tax rules are clear.