Morning Memo
Wealth Management Morning Memo

JUNE 29, 2020

HIGH NET WORTH

The 10 Best and 10 Worst States for Taxes

The 10 states with the highest and 10 states with the lowest tax burdens.

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REGULATION AND COMPLIANCE

Court Rules Against XYPN, States in Suit to Stop Reg BI

The SEC’s Regulation Best Interest stands, with a compliance date of Tuesday.

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SPONSORED CONTENT

Podcast: How I Became An Independent RIA

Charles Schwab’s new podcast shares real stories from advisors.

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ESTATE PLANNING

Election 2020: The Future of the Estate and Gift Taxes

A panel of tax experts discuss what might happen to the estate and gift tax if the Democrats win the presidential election.

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The Daily Brief

INDUSTRY

Northern Trust Launches Wealth Institute

The Northern Trust Institute will focus on helping clients dealing with retirement, small business ownership, multigenerational families and major life changes such as divorce or a spouse's death.

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SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Learn why long/short equity strategies are in focus now.

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RETIREMENT PLANNING

J.D. Power: Retirement Plan Providers Lacking in Participant Communication

A recent study by J.D. Power found that unless 401(k) plan providers improve customer satisfaction quickly, they may end up losing large numbers of clients.  

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