Wealth Management Morning Memo

APRIL 19, 2019

CLIENT RELATIONS

Five Ways to Familiarize Yourself With Your Client’s Family

Kevin McKinley

If you want to keep the relationship, start building it now.

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PHILANTHROPY

Donating Unused Medications

Conrad Teitell

Some states have programs, and contributions may qualify for a charitable deduction.

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PEOPLE

Dynasty Hires New CTO

Samuel Steinberger

The firm's former CTO will continue to consult, while Eric Castillo will build out Dynasty Dashboard 2.0.

The Daily Brief

PEOPLE

Three Investment Managers Named in the Mueller Report

Dan Whateley

Three of the 171 individuals named in Special Counsel Robert S. Mueller III's report have backgrounds in investment management.

TECHNOLOGY

Not-A-Hedge-Fund Robo To Offer Retirement Accounts

Samuel Steinberger

Robo quasi-hedgie Titan plans a retirement account offering to launch this summer.

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