Wealth Management Morning Memo

JUNE 6, 2019

INDUSTRY

Advisors See SEC's Reg BI as a 'Step in the Right Direction'

Michael Thrasher

Despite some criticism that the rules don't go far enough, most advisors are on board with the new standards of conduct.

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PHILANTHROPY

New Tax on Officer’s Salaries Catches Foundations by Surprise

Sandra G. Swirski and Sara Barba

It could mean a big financial hit, as well as a harder time recruiting top talent.

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ETFS

‘Dumb Money’ in ETFs Isn’t So Dumb After All

Eric Balchunas

Retail investors have fared better than traders by ignoring the Trump media maelstrom.

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The Daily Brief

INDUSTRY

Idaho Advising Trio Joins LPL

Samuel Steinberger

Citing technology and support, Teton Wealth Management makes a move.

PHILANTHROPY

Morgan Stanley Attempts to Bridge the "Valley of Death"

David H. Lenok

Morgan Stanley GIFT Cures is the first special interest initiative of the Morgan Stanley Global Impact Funding Trust.

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