Wealth Management Daily Memo

OCTOBER 9, 2019

"Best Interest Giving" in the Age of Trump

The Trump tax plan may have discouraged individuals giving to charities. But there are still ways donors can benefit.

Advertisement

FINRA Checklist Helps Brokers Prepare for Reg BI

The regulatory agency also announced a conference detailing how brokers, firms, leaders and regulators should prepare for the implementation of the SEC's rule next year.

SPONSORED CONTENT

Give Clients a Health Retirement Head-Start

Sponsored by Nationwide

Are you preparing clients for health care expenses in retirement?

DOWNLOAD WHITE PAPER

Ignore the Empire Builders; Do Right by Your Clients

The fee-based world is looking a lot like the old brokerage world in some disturbing ways.

SPONSORED CONTENT

Value Investing in a Capital-Light World

Sponsored by Distillate Capital

Why some valuation metrics lost meaning as the economy evolved.

DOWNLOAD WHITE PAPER

OpenInvest Offers ESG Customization for Bank of the West Advisors

Financial advisors will be able to customize client portfolios to address particular values-based concerns, according to the asset manager.