Morning Memo
Wealth Management Morning Memo

JULY 6, 2021

BUSINESS PLANNING

How Advisors Charge for Planning

More advisors are separating fees for financial planning from investment management, but what’s the right price tag?  

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CAREERS

Advice Season Is Upon Us

My daughter's recent high school graduation ceremony got me to thinking: what advice have I received over the years and how well have I listened?  

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BUSINESS PLANNING

How Business Can Be a Force for Good

As distrust in many government and media institutions continues to erode, businesses have an opportunity to step in and provide transparency, leadership and reliable information or solutions.  

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EQUITIES

‘Anarchist’ Mac McQuown Started an Index Revolution 50 Years Ago

Exactly 50 years ago on July 1, Mac McQuown and his team of academics created the first-ever index fund -- an innovation that would take a sledgehammer to the money-management establishment and evolve into a more than $11 trillion industry.

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