WealthManagement.com Daily Memo
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| PEOPLE | | | | | | Rob Burgess | | He had recently announced he was being treated for Acute myeloid leukemia. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | The Americas arm of UBS' global wealth management division saw total revenue dip despite a boost from net interest income in a “challenging macroeconomic environment.” FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Mercer | | Diversification is vital to allow preparations for a period of higher-for-longer interest rates, and an uncertain growth outlook. DOWNLOAD NOW |
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| PEOPLE | | | | Diana Britton | | Former Alerian and Nasdaq executive Robert Hughes is the new CEO of First Trust Direct Indexing, the new brand name for Veriti, taking over for co-founder and Managing Partner James Dilworth. FULL ARTICLE |
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| RETIREMENT NEWS | | | | Rob Burgess | | Sponsors and participants alike are prioritizing financial education and more savings options in workplace retirement plants. FULL ARTICLE |
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