WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 24, 2018

INDUSTRY

Private Ocean Acquires Fellow Bay Area RIA to Create $2.2 Billion Firm

Greg Friedman's well-known RIA has agreed to acquire Mosaic Financial Partners, founded by Norm Boone.

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Don't Let Rising Rates Cause Bond Portfolio Loss: Target Zero Interest Rate Risk
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ESTATE PLANNING

The Sky Isn't Falling on Aretha Franklin's Estate

Not having a will or trust doesn't necessarily always negatively impact administration.

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WEALTHCASTS

Fidelity's David Canter on What's Driving the Momentum to Independence

An inside perspective on why independence continues to be the hottest ticket in town, and what we can expect for the space going forward.

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