Wealth Management Daily Memo

APRIL 24, 2019

PEOPLE

Morgan Stanley Shakes Up Wealth Unit, Shifting O'Connor to Banks

Sonali Basak

Shelley O’Connor, who co-led wealth management with Andy Saperstein, will run two regulated bank entities, which the company is looking to expand.

TECHNOLOGY

280 CapMarkets Lands United Planners As First Enterprise Client

Samuel Steinberger

The fixed income-focused technology company's services will be available to hundreds of advisors at United Planners.

SPONSORED CONTENT

Realizing the Value of Your Life's Work

Sponsored by BNY Mellon | Pershing

How do you realize the value of your life's work?

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CLIENT RELATIONS

Fraud, Scams and Dementia

Letha Sgritta McDowell

FINRA has created a risk meter.

SPONSORED CONTENT

Are your clients getting the growth opportunity and protection they need?

Sponsored by New York Life

A variable annuity with an accumulation benefit rider may provide more growth and downside protection than a variable annuity with a withdrawal benefit rider.

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