WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 30, 2019

TECHNOLOGY

Westwood: Get Ready For "Creative" Active Investment Management

The Dallas-based investment management firm shared its outlook for how to differentiate and what financial advice will look like in the years to come.  

FULL ARTICLE

Advertisement

ESTATE PLANNING

Marilyn and Liz Photos Highlight Bonhams' Entertainment Memorabilia Auction

The same week a new Star Wars movie premieres, a rare "Revenge of the Jedi" movie poster was sold at Bonhams Entertainment Memorabilia auction.    

FULL ARTICLE

SPONSORED CONTENT

Tax Planning Strategies for 2020

Five retirement planning strategies to consider now for 2020.

DOWNLOAD WHITE PAPER

HIGH NET WORTH

Lehman Collapse Inspired a Banker to Find a Purpose for Wealth

Angela Mwanza, co-founder of UBS’s Evergreen Wealth Management, says she now defines success as transferring capital and a mission from one generation to the next.  

FULL ARTICLE

SPONSORED CONTENT

Upgrading Your Advisor Tech

Discover the seven keys to a successful fintech search, and see how to cut through the noise and make the right technology choice for your growing business.

LEARN MORE