Morning Memo
Wealth Management Morning Memo

JANUARY 21, 2019

PEOPLE

Stay the Course: Reflections from One of Jack Bogle's Heart Transplant Surgeons

Dr. Louis Samuels was one of the surgeons who performed the heart transplant on Jack Bogle in 1996. He remembers the man for his energy, will power and "unwavering spirit to live."

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PEOPLE

Jack Bogle: The Model Public Servant in the Private Sector

What better way to honor Jack than for fiduciary advocates to, as he says, “Press on, regardless.”

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SPONSORED CONTENT

Making the Break

Successful breakaway RIA firms reveal the catalysts behind their shift to independence.

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INDUSTRY

Millennials and GenX Are Reshaping the Industry

Are you geared to attract the best available talent?

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The Daily Brief

Editor's Note

The Daily Brief is taking off Monday to celebrate Martin Luther King Jr. Day. It will return on Tuesday, January 22, 2019. Thanks for reading, and Happy MLK Day from the WealthManagement.com team.

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