WealtManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 12, 2017

PEOPLE

Duran Brings in New Talent to Build United Capital's Consumer Brand

After doubling in size over the last three years, CEO Joe Duran is going outside the industry, bringing in a retail marketing exec from Oakley Inc., with visions of creating an easily recognizable, digitally based, consumer-facing United Capital brand.

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SUCCESSION PLANNING

What To Do When There’s No Clear Successor?

The lack of a clear successor shouldn’t prevent companies from engaging in succession planning.

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HIGH NET WORTH

Rich People From These Nations Hide the Most Offshore Wealth

The top 0.01 percent isn't paying a big chunk of its tax bill.

FULL ARTICLE

Bloomberg