Wealth Management Morning Memo

JUNE 20, 2019

FIXED INCOME

‘As Close as They Could Come to Cutting’: Wall Street Reacts to the FOMC

Vildana Hajric and Sarah Ponczek

Evidence is building for a rate cut later in the year.

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ESTATE PLANNING

What Clients Should Know About Their Family Trust

Ryan Szczepanik

It’s critical that the couple understand and adhere to the rules governing their acts.

SPONSORED CONTENT

Why Invest in Companies Led by Owner-Operators?

Sponsored by Principal

Owner-operators CEOs have different motivations that affect their decision-making in positive, value-adding ways.

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HIGH NET WORTH

The Importance of Documenting Clients' Art Collections

Eden Burgess and Olga Symeonoglou

Meticulously managing a collection yields undoubted benefits and minimizes unnecessary risks.

SPONSORED CONTENT

Muni Outlook for 2019 - I Can See Clearly Now

Sponsored by BMO Global Asset Management

Muni bonds are off to a sunny start in 2019, but will the clouds roll in?

The Daily Brief

INDUSTRY

Clients Want One-Stop–Shop Banking: Cerulli Report

Michael Thrasher

A survey showed that 66% of investors age 30 or younger prefer to use a single company for all their financial needs.

TECHNOLOGY

Envestnet Concludes Pilot With Schwab, TDAI

Samuel Steinberger

A Tamarac-based digital account opening feature is now broadly available.

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