Wealth Management Morning Memo

OCTOBER 31, 2019

ESTATE PLANNING

New House Bill Aims to Lower Estate Tax Exemption Amount

Anna Sulkin

The proposed law would represent a seismic shift for estate planners.

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ALTERNATIVE INVESTMENTS

The Danger of Overconcentrating in REITs and Private Equity

Robert Sher

The opportunity costs for clients are great.

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TECHNOLOGY

Principal Targets Lucrative IRA Market with SimpleInvest Hybrid Robo

Davis Janowski

The hybrid offering combines a digital approach with human assistance when needed and leverages tech and expertise from the firm's 2018 RobustWealth acquisition.

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Practitioners' View of ESG & Performance

Sponsored by Parnassus Investments

Are companies with positive ESG profiles also good investments?

The Daily Brief

TECHNOLOGY

eMoney Advisor Rolls Out Single Sign-On With TDAI’s Veo One Platform

Davis Janowski

The announcement comes two days after a minor glitch caused a “poor user experience" for two hours.

INDUSTRY

Massachusetts Fines Morgan Stanley For Broker's Churning

Patrick Donachie

According to Secretary of the Commonwealth William Galvin, the broker made an excessive number of trades in order to boost commission fees while blaming account rebalancing and market performance.

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