Wealth Management Morning Memo

FEBRUARY 20, 2019

PEOPLE

Robert Moore to Step Down as CEO of Cetera

Diana Britton

Ben Brigeman, non-executive chairman of the Board of Directors, will take over as interim CEO, according to sources close to the firm.

PHILANTHROPY

Understanding the “Why” of Impact Investing

Bruce DeBoskey

A new book examines "The Purpose of Capital."

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TECHNOLOGY

Share Your Cryptocurrency Passwords

Ruth Mattson

And other lessons from the (ridiculous) Quadriga bankruptcy.

The Daily Brief

HIGH NET WORTH

Karl Lagerfeld's Estate Could be as Unique as He Was

David H. Lenok

The leading potential heirs to the fashion icon's £150 million fortune include a child model and his cat, Choupette.

INDUSTRY

Dynasty Financial Partners Moves Headquarters to St. Petersburg

Michael Thrasher

The firm will maintain its New York office and employees will continue to operate out of Chicago and San Francisco.

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