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Wealth Management Morning Memo

MARCH 18, 2019

INDUSTRY

How Smart Are You About Tax Credits?

John Kador

The Tax Cuts and Jobs Act introduced new rules that dramatically shuffle the tax landscape. How informed are you about them?

FULL ARTICLE

HIGH NET WORTH

A Road Map for Selling a Closely Held Business: Part 3

David Thayne Leibell, Carrie J. Larson and Brian Schimpf

Our series concludes with a discussion of charitable gifting options and planning for after the sale.

FULL ARTICLE

SPONSORED CONTENT

Go Beyond "Active and Passive" Investment Options

Sponsored by Flexible Plan Investments, Ltd.

Preparing clients for changing markets means going beyond "active and passive" investment options.

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ETFS

ETFs With the Greatest Inflows in the Past Month

Aniket Ullal, First Bridge Data

These ETFs posted the greatest inflows in the past month, measured by their one-month net flows to assets ratio.

FULL ARTICLE

WealthManagement Digital Edition

Best ETPs for Diversification - These ETPs provided the best diversification ratios to standard portfolio.

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The Daily Brief

INSURANCE

Nationwide Launches New Variable Annuity Aimed at RIAs

Diana Britton

The annuity allows for advisors to charge their fees, up to 1.5 percent annual average contract value, without impacting any applicable living benefit or death benefit bases.

FULL ARTICLE

PEOPLE

Merrill Lynch Names Carole Wentz to Lead 3,300-Advisor Brokerage Division

Michael Thrasher

Carole Wentz, who has been with Bank of America's wealth management business for 24 years, is now leading the Texas Mountain South division.

FULL ARTICLE
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