WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 11, 2020

PEOPLE

Wells Fargo Seeks New Head of Wealth and Investment Management

Current head of Wells Fargo's wealth unit Jon Weiss will move to the corporate and investment banking division, as part of a larger reorganization at the bank. The search for a replacement is under way.

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HIGH NET WORTH

Trump's Budget Targets Estate Tax Extension - Yawn

It's an election year, which means it's time for the country to pretend to care about the estate tax again.  

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SPONSORED CONTENT

Seven Relationship Skills That Will Impress High-Net-Worth Investors

Attract, serve, and retain HNW investors with these seven tips.

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INDUSTRY

Vanguard: Advice Can Dramatically Improve Investor Diversification

A new Vanguard Research study indicates that advice, both human and algorithmic, can help investors diversify.  

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