Wealth Management Daily Memo

MAY 7, 2018

PEOPLE

Black Creek Group Names Former Morgan Stanley Exec CEO

Michael Thrasher

Raj Dhanda, who led investment products and services for Morgan Stanley's wealth management division, joined Black Creek Group in 2016.

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HIGH NET WORTH

Upstream Gifts 'Gon Give it to Ya

Gideon Rothschild

Making gifts of low basis assets to the older generation may offer tax savings.

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Forward Momentum: Why Elite Teams Claim Their Future as RIAs

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The RIA model is leading the growth in the wealth management industry—as billion-dollar teams redefine the landscape. See why.

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TECHNOLOGY

Why Even U.S. Wealth Managers Should Care About GDPR

April Rudin

The implementation of GDPR may seem scary, but it really isn’t all doom and gloom.