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Wealth Management Morning Memo

SEPTEMBER 22, 2023

INDUSTRY

J.P. Morgan Snags $2B Seattle Team From Citi Private Bank

Patrick Donachie

The firm’s Seattle Private Bank Office hopes to double its headcount in the next five years.

FULL ARTICLE

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PEOPLE

Cetera to Promote Tom Halloran to Head of Independent Channel

Diana Britton

Brett Harrison, who currently leads Cetera Advisors, will exit the company after 25 years.

FULL ARTICLE

ESTATE PLANNING

IRS Debunks Heavily Advertised Trust Strategy for Income Taxes

David A. Handler and Alison E. Lothes

New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

Jack Peterson on Summit Trail's Blockbuster Breakaway

Mindy Diamond and Louis Diamond

The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM.

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