Morning Memo
Wealth Management Morning Memo

OCTOBER 24, 2019

MY LIFE AS A CLIENT

Ladies First

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Diane Wilbur, who runs Soft Skills Training Group, a Providence, R.I.-based talent development firm, about her experiences as a client.

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ESTATE PLANNING

Uniform E-Wills Act Approved

States will have to decide which provisions to incorporate into their laws.

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SPONSORED CONTENT

Setting Up A Foundation: Focus on ‘Donor Intent’

Some of history’s great philanthropists failed but the rising generation of donors can succeed by learning from their mistakes.

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HIGH NET WORTH

Wildlife on Display at Annual Jackson Hole Art Auction

Works in a variety of genres, including wildlife, sporting, figurative, landscape and Western art were all up for sale at the 2019 Jackson Hole Art Auction.

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SPONSORED CONTENT

Tapping the Family Tree: Are You Ready For the Great American Wealth Transfer?

If you're like many experienced financial professionals, you may have noticed a trend across your client base - it's getting older.

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The Daily Brief

INDUSTRY

UBS to Eliminate Additional Management Fees on SMAs

UBS said Monday it would be launching a new pricing structure on its strategically managed accounts on Jan. 13, 2020.

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PHILANTHROPY

Morgan Stanley’s New Offering Targets Advisors of Jewish Clients

The wirehouse’s latest impact investing and charitable giving efforts will focus on Jewish values.

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SPONSORED WEBINAR

CE Credit Webinar: It’s Fundamental: The Difference Between Smart Beta and Intelligent Beta

Growth and innovation within the ETF marketplace has led to an abundance of options available for investors. Our speakers will discuss recent innovations in alternately-weighted indexes and outline how a focus on company fundamentals can help improve outcomes.

Tuesday, 10/29 @ 2 p.m.

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TECHNOLOGY

Texting Beyond Just Text?

A potentially slippery slope in terms of client happiness, MyRepChat integrates with FMG Suite  

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