Wealth Management Daily Memo

JUNE 21, 2018

EQUITIES

Index Investing: Slow-Motion Active Management

Garvin Jabusch

As GE’s recent removal from the DJIA demonstrates, index turnover is constant, but it’s only in response to news more active managers already knew.

INDUSTRY

Supreme Court Curbs SEC Judges, Backs 'Buckets of Money' Advisor

Greg Stohr

The ruling could affect about 100 cases currently at the SEC, along with a dozen that are on appeal in the federal courts.

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HIGH NET WORTH

Basquiat Sale Spurs Another Contentious Family Lawsuit

Elizabeth G. Acevedo

Daughter of renowned art collector Hubert Neumann claims he fraudulently interfered with a trust.