WealthManagment.com Daily Memo
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| ESTATE PLANNING | | | | | | Matthew Erskine | | If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Buoyed by a private equity infusion, The Mather Group reinforced its regional footprint in D.C. and Houston this week. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | The optimal client experience is key to an advisor’s success. DOWNLOAD NOW |
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| TECHNOLOGY | | | | Aaron Klein | | Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month. WATCH NOW |
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| ETFS | | | | Nir Kaissar | | The longer people dabble in them, the worse off they’re likely to be. FULL ARTICLE |
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