Wealth Management Daily Memo

MARCH 11, 2019

HIGH NET WORTH

Three Negative Trends in Washington, D.C.

Sandra G. Swirski and Sara Barba

Some potentially disheartening recent developments concerning charities and their donors.

WEALTHCASTS

Independence for Advisors with an Offshore Client Base

Mindy Diamond

A conversation with Merrill Lynch breakaway Lisa van Walleghem, CEO and founder of MAXIMAI Investment Partners.

SPONSORED CONTENT

Rolling Over Your Retirement Savings

Sponsored by Strata Trust Company

Take an investor-friendly look at all the options and considerations for retirement rollover accounts.

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ETFS

JPMorgan Steps Closer to Zero Fees With Cheapest-Ever Stock ETF

Rachel Evans

JPMorgan Chase plans to charge just 20 cents for every $1,000 invested in a new stock fund, undercutting all 2,000 existing U.S. ETFs.