WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 16, 2019

INDUSTRY

The Changing Role of the Investment Advisor

The story of how advisors rode out the cultural and economic trends of the past can provide insight into how today’s advisors can best face their future.

FULL ARTICLE

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MUTUAL FUNDS

Fidelity Steps Up Vanguard Fee War With Low-Cost Index Funds

Fidelity, which has $2.8 trillion under management, on Tuesday announced the addition of four index funds with expense ratios of 0.05% that invest in either mid-cap or small-cap growth or value stocks, as well as a municipal bond vehicle charging 0.07%.

FULL ARTICLE

SPONSORED CONTENT

Partner Perspectives: Markets at Mid-Year

Carillon Tower Advisers presents investing insights from our affiliates.

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HIGH NET WORTH

U.S. Supreme Court Declines to Hear Income Tax Petition

SCOTUS declines to opine further on fiduciary income taxation in wake of North Carolina v. Kaestner.

FULL ARTICLE

SPONSORED CONTENT

"I knew I was building my own business."

See how independence enabled Concentus Wealth Advisors to build their ideal practice.

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