Morning Memo
Wealth Management Morning Memo

SEPTEMBER 10, 2020

PEOPLE

The Ten to Watch in 2021

The individuals set to make an impact on wealth management in 2021.

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RETIREMENT PLANNING

Yale University’s Revamped DC Plan Focuses on Retirement Income

Yale University’s recent DC plan redesign highlights some of the lifetime-income innovation occurring in the 403(b) market.

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WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Six Fixed Income Themes for the Second Half of 2020

Discover the six key themes we expect will play out in the second half of the year.

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ESTATE PLANNING

New York Tackles Digital Replicas

State legislature passes bill creating a post-mortem right of publicity.

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The Daily Brief

INDUSTRY

Tennesee Advisory Firm With $383 AUM Joins Baird

The addition of The Parker Group, which joins Baird from Morgan Stanley, marks the 11th private wealth management office in the state for the wealth management firm.

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PEOPLE

Cetera Lands $100M Falkner Financial Advisors

The five-employee multi-generational family-run advisory firm serves investors in Alabama.

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