Wealth Management Daily Memo

DECEMBER 5, 2018

INDUSTRY

Vestwell Inks A Deal With BNY Mellon

Samuel Steinberger

The two firms will partner to earn the business of state- and local-sponsored retirement programs, like OregonSaves and CalSavers.

PEOPLE

Bank of America Names Two Executives to Replace Late Wealth Management Head

Reuters

Andy Sieg and Katy Knox will be elevated to Bank of America's management team, reporting directly to CEO Brian Moynihan.

SPONSORED CONTENT

Resilience, Not Reliance

Sponsored by VanEck

The October sell-off, particularly in tech stocks, helps demonstrate why Morningstar focuses on valuations.

ESTATE PLANNING

The Use-It-Or-Lose-It Increased Gift and Estate Tax Exemption

Justin T. Miller

Don't wait until the end of 2025 to take action.

SPONSORED CONTENT

Aging and Uber. Yes, They Do Go Together.

Sponsored by Hartford Funds

Learn how ridesharing, TaskRabbit and Roombas will transform how your clients age.