Wealth Management Daily Memo

JULY 23, 2020

PEOPLE

New York Advisor Sues Former Employer JPMorgan Chase over Severance Pay

Asia Martin

Wells Fargo Managing Director Richard Sunwoo is going after JPMorgan for what he claims is some $340,000 in severance pay.

INDUSTRY

The Way We Were Is the Reason We Are the Way We Are

Walter Booker

If we’re going to deal with diversity and inclusion seriously and holistically, then we must appreciate the actual causes of its absence.

SPONSORED CONTENT

Revised ETF Regulations Could Change the Game

Sponsored by Fidelity Investments

Regulatory shifts may make ETF investment options more appealing.

ETFS

The 20 ETFs with the Best Three-Month Runs

Aniket Ullal, First Bridge Data

What pandemic? What recession? These funds—focused on clean energy, tech innovation and home construction—thrived over the past 90 days.

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