Morning Memo
Wealth Management Morning Memo

JULY 12, 2018

ETFS

The Top 18 Emerging Market Bond Funds

The top 18 emerging market bond funds ranked by one-year returns.

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ESTATE PLANNING

U.S. Supreme Court Upholds Revocation-On-Divorce Provision for Testamentary Substitute

Ex-wife named as beneficiary isn't entitled to insurance policy proceeds.

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2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Challenging Tradition with Automated Broker Transitions

New technology makes transitioning smoother and more efficient for back-office operations and clients alike.

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HIGH NET WORTH

Goldman Leans on Dealmakers for Wealth-Management Ambitions

Fresh relationships are crucial for the unit as the bank embarks on a plan to gin up $5 billion in new revenue over the next three years.

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The Daily Brief

Trump Forms Task Force Focused On Elders, Cyber-Fraud

President Donald Trump is replacing an Obama-era task force, formed to investigate financial crime following the 2008 recession, with a fraud-fighting force of his own. The Task Force on Market Integrity and Consumer Fraud, led by the Justice Department, is responsible for guidance in the investigation and prosecution of fraud harming anyone from elders to veterans. ...

Group Managing $2.4 Billion Joins Dynasty
Dynasty Financial Partners said Wednesday that Bruce K. Lee, the leader of a top wealth management group in Chicago, has started his own registered investment advisor and joined the Dynasty network. Lee's new RIA, Keebeck Wealth Management, includes a team of five associates and will continue to be based in the Windy City. ...

Schwab Adds 11 More ETFs to Its Commission-Free Platform
Charles Schwab has added 11 ETFs to its Schwab ETF OneSource program, the company announced. The ETFs cover the domestic equities, fixed income, international equities and taxable bond categories. ...

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