Morning Memo
View Online
Wealth Management Morning Memo

OCTOBER 22, 2018

INDUSTRY

How Accurately Do You See the World?

John Kador

Hans Rosling tests your ability to see the world factfully. A score of 10 or more makes you factful.

FULL ARTICLE

HIGH NET WORTH

Pay Your Taxes or Lose Your Passport

Shannon Smith Retzke and Reaz Jafri

The FAST Act essentially allows the U.S. government to trap and hold U.S. citizens with alleged unpaid taxes. And it is.

FULL ARTICLE

SPONSORED CONTENT

Visit the Municipal Bond Investing Channel

Get the latest news, information and trends on municipal bonds and fixed income investing.

READ NOW

ETFS

The Time’s – And Oil’s – A ’Changin’

Brad Zigler

A contango should be a wake-up call.

FULL ARTICLE

SPONSORED CONTENT

Phases 3 and 4: Tapping into the Power of Digitization

Sponsored by Laserfiche

Automating and streamlining processes creates a productive environment, saves manual labor, and gives firms more insight into performance.

FULL ARTICLE

The Daily Brief

PEOPLE

More Charges Filed Against North Carolina Advisor

WealthManagement.com Staff

VisionQuest Wealth Management advisor Stephen Peters faces more charges in connection with a Ponzi scheme carried out against some of his clients.

FULL ARTICLE

TECHNOLOGY

Wealthfront's 'Dream Come True:' A TurboTax Partnership

Samuel Steinberger

Wealthfront and Inuit's TurboTax are teaming up, starting with account openings.

FULL ARTICLE

REGULATION AND COMPLIANCE

Mobile Technology Compliance Still an Issue

Davis Janowski

Compliance and archiving firm Smarsh found lingering questions around mobile, still a potential issue for financial services firms.

FULL ARTICLE
READ MORE OF THE DAILY BRIEF