Morning Memo
Wealth Management Morning Memo

MAY 5, 2021

HIGH NET WORTH

Bill and Melinda Gates' Divorce: What's a Separation Contract?

Court filing reveal the pair didn't have a prenup, but entered into a separation contract instead.

FULL ARTICLE

Advertisement

TECHNOLOGY

Lifeworks Advisors Acquires Aimvest Technologies

The new technology will empower development of personalized real time portfolio generation, factor investing and direct indexing.

FULL ARTICLE

SPONSORED CONTENT

Building Your Breakaway Brand

How do you rise to the unique challenges of marketing your breakaway business? Learn how in this guide.

DOWNLOAD NOW

Advertisement

PEOPLE

$2B Team Joins UBS from Bank of America's Private Bank

A seven-person $2B AUM team left Bank of America’s private client division for UBS.  

FULL ARTICLE

ETFS

The Ghost of ‘Volmageddon’ Is Back to Haunt New Volatility Funds

A New York appeals court ruled late last month that Credit Suisse Group AG must face allegations it engineered the implosion of its VelocityShares Daily Inverse VIX Short Term notes (XIV).

FULL ARTICLE

SPONSORED WEBINAR

Strategies for Navigating a Low Rate Environment

The municipal bond market has begun the year with a negative total return—but this could be good news for investors looking for an entry point. Join us on May 12th for a discussion on municipal market update and outlook, solutions for clients frustrated by low yields and concerned about higher rates, the state of municipal credit—uncovering opportunities in a low rate environment.

REGISTER NOW