WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 2, 2019

REGULATION AND COMPLIANCE

Galvin Signs Off on Massachusetts Fiduciary Rule

Massachusetts Secretary of the Commonwealth William Galvin originally sought public comments on a proposed fiduciary standard in June as a response to the SEC’s passage of Regulation Best Interest.

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PEOPLE

Former Head of Deutsche Bank's U.S. Wealth Management Division Dies at 55

Thomas M. Bowers was the direct supervisor of Deutsche Managing Director Rosemary T. Vrablic, who has been named as the private banker involved in President Trump's business dealings with the bank.

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SPONSORED CONTENT

Realizing the Value of Your LIfe's Work

How do you realize the value of your life's work?

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BUSINESS PLANNING

Setting Goals and Sticking to Them

Six tips to keeping those new year's resolutions on track.

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Solving the Cybersecurity Riddle

Read this white paper for guidance on how advisors can best confront the challenging issue of cybersecurity.

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