Morning Memo
Wealth Management Morning Memo

MARCH 4, 2021

ESTATE PLANNING

Larry King’s Handwritten Will Throws Estranged Wife a Curveball

Can the holographic will Larry King wrote in October 2019 that omits his wife, Shawn King, supersede his original estate plan?

FULL ARTICLE

REGULATION AND COMPLIANCE

SEC To Place More Focus on Climate Risks in 2021 Exam Priorities

The SEC's Division of Examinations will also be looking to see how firms are meeting the compliance demands for Regulation Best Interest.

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SPONSORED CONTENT

Explore Investments in Real Estate Private Offerings

With private offerings, you can invest in RE without managing properties.

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PEOPLE

Wells Fargo's Retreat From Non-US Biz Prompts Miami Advisor to Join Snowden Lane

Snowden Lane says its well-positioned to scoop up the talent falling from the restrictions on international clients imposed by Wells Fargo and other firms.

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ETFS

Banks Serving Up Big Gains

Rotation into financials favors smaller lenders.

FULL ARTICLE

SPONSORED WEBINAR

Strengthen Client Loyalty in Times of Change

In this webinar on Mar. 23rd you'll learn the key trends & insights in the wealth management industry, how technology needs and expectations are changing how you can take advantage of this, key considerations to be aware of, and much more.

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