Morning Memo
Wealth Management Morning Memo

JUNE 17, 2019

INDUSTRY

Massachusetts Seeks Comments For Its Own 'Fiduciary Rule'

The Office of the Secretary of the Commonwealth said the SEC's recently finalized Reg-BI fails to protect investors with a fiduciary standard for brokers, and so it's looking to impose one of its own.

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ESTATE PLANNING

Pat Bowlen's 'Dead Hand' Guides the Denver Broncos

The recently deceased Bronco's owner set up a "hunger games" to determine which of his heirs will control the team.

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SPONSORED CONTENT

Strengthen Retirement Savings with an HSA

Learn how HSAs prepare consumers for healthcare in retirement

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BUSINESS PLANNING

These Mega Trends Are Changing the ‘Personal CFO’ Model

The gig economy, student debt challenges for millennials and other forces are impacting the “Personal CFO” approach to wealth management.

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SPONSORED CONTENT

Expect More From Your Munis

VanEck’s municipal bond ETFs offer diversification and the ability to exercise control over portfolio yield and risk, so investors can find a custom fit for their portfolio.

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The Daily Brief

BUSINESS PLANNING

Most Advisors Don’t Enforce Minimums

Many advisors prioritize time management and growth, yet they’re foregoing minimums and holding onto unprofitable clients, according to a Facet Wealth survey.

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INDUSTRY

Rockefeller Capital Management Opens L.A. Office

The wealth management firm born from the Rockefeller & Co. family office continues to hire and expand, eyeing $100 billion in assets.

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