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Wealth Management Morning Memo

JULY 18, 2019

REGULATION AND COMPLIANCE

New Jersey's Fiduciary Face Off

David H. Lenok

Will the state's proposed rule be a "shot heard round the world" or "effectively eliminate brokerage business in New Jersey?"

FULL ARTICLE

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INDUSTRY

New Clients, Not Markets, Drove RIA Growth in 2018

Patrick Donachie

Charles Schwab's 2019 RIA Benchmarking Study revealed new clients sustained their firms' business performance, even as AUM fell slightly in 2018, a result of market volatility.

FULL ARTICLE

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HIGH NET WORTH

Influencers Seek Wall Street's Help to Manage Newfound Wealth

Jasmine Teng

"This is pretty much first-generation wealth."

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The Daily Brief

INDUSTRY

Summit Trail Advisors Expands, Makes First Hire for Seattle Office

Patrick Donachie

Michelle Rudd will join the firm from Wells Fargo, where she managed $500 million in client assets.

FULL ARTICLE

HIGH NET WORTH

High-Tax States Sue IRS Over SALT Deduction Workarounds

WealthManagement.com Staff

The states of New York, Connecticut and New Jersey filed a lawsuit over the $10,000 cap on taxpayers' ability to deduct their state and local taxes.

FULL ARTICLE

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