WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 10, 2024

PEOPLE

Goldman Sachs Names New Head of Retirement

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

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ESTATE PLANNING

Live from Heckerling: Is ESG Investing Sustainable for Trustees?

To what extent can a trustee allow for beneficiaries’ wishes and still retain settlor intent?

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SPONSORED CONTENT

Breaking Traditions: The Evolution to a 50% Private Markets Portfolio

Customizing portfolios for the future with a risk-based approach.

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INSURANCE

Life Insurance as an Investment for Retirement

Sold as a tax play, it’s more about the policy and the agent.

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ADJUSTED FOR RISK PODCAST

AdvisorShares' Noah Hamman Puts a Spotlight on Active ETFs

AdvisorShares' Noah Hamman provides a wealth of insight into the growing popularity of active ETFs.

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