WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 18, 2019

INDUSTRY

Wells Fargo Names First 'Chief Fiduciary Officer'

Joseph Ready is now the head of Trust & Fiduciary Services for the scandal-ridden bank, and the first chief fiduciary officer.  

FULL ARTICLE

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PEOPLE

NBA All-Star Tony Parker Looks to Save Athletes From Blowing Their Fortunes

The recently retired 37-year-old will lead the sports, artists and entertainment division at NorthRock Partners.

FULL ARTICLE

SPONSORED CONTENT

A Charitable Conversation Guide

Help clients develop an effective and tax-smart giving strategy.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Starting Over with Donna Skeels Cygan

Donna Skeels Cygan explains why she sold her first advisory firm and started over.

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SPONSORED CONTENT

Longevity: Does 4% Withstand the Test of Time

Your clients nearing retirement age need to be concerned about outliving their investments.

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