Morning Memo
 
Wealth Management Morning Memo

JUNE 1, 2023

INDUSTRY

$2B First Republic Team Joins William Blair

Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.  

FULL ARTICLE

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ESTATE PLANNING

Warhol Foundation Loses U.S. Supreme Court Copyright Case

The decision turned on the transformative factor of the work, a portrait of Prince based on an existing photograph.

FULL ARTICLE

WHITE PAPER

Direct Indexing: A Differentiator in a Commoditizing Industry

Learn why 42% of firms currently offer direct indexing.

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FOCUSED ON THE FUTURE PODCAST

Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture

Michael Nathanson of The Colony Group details what we all can do to make an impact on the industry.

Sponsored by Commonwealth

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INDUSTRY

Morgan Stanley Sets $12 Billion Profit Goal for Wealth Business

Morgan Stanley's $4.6 trillion wealth management business has seen significant growth in the past 10 years and posted $6.6 billion in pretax profit last year.

FULL ARTICLE

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