WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets. He returned to the wirehouse this week, according to registration filings. FULL ARTICLE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | These funds saw the most activity over the past 30 days. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion | | Help clients reduce the impact of taxes. LEARN MORE |
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| WEALTH MANAGEMENT EDGE | | | | WealthManagement.com Staff | | Michael Lane, a seasoned professional in the investment industry who currently serves as the head of enterprise, U.S. Wealth Advisory at BlackRock, joined Nabia Jenkins-Johnston, from Inside ETFs, to discuss what it means to leave a legacy through wealth management ahead of his appearance as a speaker at Inside ETFs in June. FULL ARTICLE |
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| INDUSTRY | | | | Jenny Surane, Hannah Levitt and Katherine Doherty | | First Republic’s issues stem from its stockpile of loans at low interest rates, including an unusually large portfolio of jumbo mortgages to wealthy clients. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Harbor Capital Advisors Inc. | | Access active international ETF expertise you can rely on. LEARN MORE |
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| RIA Edge 100: Brighton Jones | |
| Ali Hibbs | |
| Younger advisors, younger clients and old-fashioned referral programs have helped $9.5 billion AUM Brighton Jones double revenue in five years—without relying on acquisitions or rising markets. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Amundi US | | Join on May 11th for a comprehensive assessment of how to assist clients when investing in international, global equities and finding potential solutions despite these new REGISTER NOW |
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