Wealth Management Daily Memo

SEPTEMBER 22, 2017

HIGH NET WORTH

Jerry's Kids Get Cut Out ... Or Do They?

David H. Lenok

The comedian’s will demonstrates both good and bad ways to disinherit your kids.

EQUITIES

Better to Bet With Buffett Than Against Him

Barry Ritholtz

The greatest investor of our era is trying to teach us all a lesson.

SPONSORED CONTENT

Use of Variable Annuities Up Slightly

Sponsored by Lincoln Financial Group

The increase relative to last year’s results is strongest among advisors at insurance firms.

TEN TO WATCH

Susan Schroeder, Head of Enforcement, FINRA

Michael Thrasher

Susan Schroeder is the Executive Vice President and Head of FINRA Enforcement.