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Wealth Management Morning Memo

AUGUST 22, 2019

PHILANTHROPY

The Top U.S. Cities for Giving

Patrick Donachie

An analysis of Fidelity Charitable donors found that the top charity focus can vary from city to city.

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ETFS

The Smart Way Into Emerging-Market Investing

Mohamed El-Erian

There will come a time for long-term investors to broadly buy in, but we are not there yet.  

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ESTATE PLANNING

Estate Deemed Ineligible for Disability Exception

Thomas Norelli

The court held that estates don’t constitute “individuals.”

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The Daily Brief

ALTERNATIVE INVESTMENTS

Fractional Investing Magic... Literally

David H. Lenok

US-based investors can now purchase shares of a mint-condition Alpha Black Lotus card from the popular Magic: The Gathering trading card game.

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INDUSTRY

Infinex Adds Three Bank Programs from B/D Sold to Cambridge

Diana Britton

The bank-based programs join from Broker Dealer Financial Services, which was converted into a super OSJ of Cambridge.

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