Morning Memo
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Wealth Management Morning Memo

MARCH 26, 2021

PEOPLE

Envestnet Adds Data, M&A And Marketing Execs

Samuel Steinberger

The firm added its first ever chief data and analytics officer and its first chief marketing officer since 2013, among other leadership hires, in an effort to bring more coherence across the business lines.

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ESTATE PLANNING

Kestra Seeks to Integrate Trust Services Into Its Wealth Businesses

Diana Britton

Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.

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FASTCHAT VIDEO

Uncover Hidden Value in Credit

Sponsored by VanEck

Discover more about VanEck’s recently launched fixed-income ETFs.

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MINDY DIAMOND ON INDEPENDENCE

A Rare Glimpse into the Culture, Cachet and Success of First Republic

Mindy Diamond

A conversation with Robert Thornton, Executive Vice President & President of First Republic Private Wealth Management.

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ETFS

The 20 ETFs with the Best Three-Year Returns

Aniket Ullal, CFRA Research

ARK Investment and clean energy funds were among those posting the best returns over the past three years.

FULL ARTICLE