DECEMBER 15, 2018

HIGH NET WORTH

Ten Tax Planning To-Dos Before Year End

John O. McManus

Discuss this checklist with your clients.

FULL ARTICLE

ESTATE PLANNING

Eight Simple Estate Planning Review Items for 2019

Scott Huff

Employ these items during your next client meeting to make sure the basics are in order.

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SPONSORED CONTENT

Learn about the Tax Cut and Jobs Act in 5 Minutes

Tax planning season is here. How will the Tax Cuts and Jobs Act (TCJA) impact your clients? What are some opportunities that the changes may offer? Download Pacific Life’s TCJA executive summary, for a quick and easy guide to some answers.

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ETFS

The Top 20 ETFs With Notable Inflows of 2018

Aniket Ullal, First Bridge Data

These ETFs took in the highest levels of investor money over the past year, as measured by a percentage of assets.

RELATED: The 20 ETFs With the Biggest Outflows of 2018

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ETFS

The Best Alternative Investment

Brad Zigler

It’s more than returns and alpha. Based on the data, these ETPs should do the best job of easing investor pain in a choppy market.

FULL ARTICLE

REAL ESTATE

What HNWIs Want from Commercial Real Estate

David Bodamer

Comparing the findings from exclusive research with the audiences of NREI and WealthManagement.com.

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HIGH NET WORTH

The Tax Aftermath of Amazon HQ2

James Daniels

Executives should be wary of tax pitfalls, even if they aren’t moving across the country.

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INDUSTRY

Pair of Advisors Managing $2.2 Billion Leave UBS for Rockefeller

Michael Thrasher

Justin Ryan and Tom Epperson are the first advisors to join Rockefeller’s new office in Atlanta.

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TECHNOLOGY

BlackRock’s iRetire to Integrate With eMoney Advisor

Samuel Steinberger

Staying in their lanes, BlackRock gets access to more advisors and eMoney streamlines its partnership with the asset manager.

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HIGH NET WORTH

Warn Elderly Clients About the “Grandparent Scam”

Emily A. Martin

It seems too simple to work. But it does, often to the tune of thousands of dollars.

FULL ARTICLE

BUSINESS PLANNING

How to Make Next Year Your Best Year

David Bach

It starts with finishing this year strong.

FULL ARTICLE