WealtManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 29, 2017

HIGH NET WORTH

Advisors' Take on Trump’s Tax Plan

With only some reservation, most advisors expect Trump’s tax plan to benefit their clients, as well as their own businesses, according to a WealthManagement.com flash poll.

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PEOPLE

At NCAA Scandal's Core, a Tainted Advisor With Hollywood Dreams

Louis Martin Blazer III worked with the FBI to uncover rampant fraud among big-name NCAA basketball programs.

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Bloomberg

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Challenges in the ESG Environment

Environmental, social and governance (ESG) investing is a topic of increasing interest, particularly among certain investor profiles. Yet, proposed legislative rollbacks have roused concerns about the impact on ESG investing. While it’s difficult to predict how changes will play out, we believe ESG investors have reasons for confidence.

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MUTUAL FUNDS

Sister Broker/Dealers Are First To Use The New Mutual-Fund-Only Platform

FundKeeper allows for the “ease and transparency of a brokerage account with the cost structure of direct business.”

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