WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | In a call detailing Morgan Stanley’s Q4 earnings, Chairman and CEO James Gorman said he expected the company’s wealth and investment management businesses to become a larger portion of the firm’s pre-tax profits. FULL ARTICLE |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | After Anne Heche's death, her son, Homer, and former partner, James Tupper, fought in court over who would be her estate administrator and guardian of her youngest son, Atlas. LISTEN NOW |
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| SPONSORED CONTENT | | | | Sponsored by Transamerica | | Lifetime non-reducing income with annual step-up. Get an Edge. LEARN MORE |
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| HIGH NET WORTH | | | | Matthew F. Erskine | | Transfer tax minimization is key. FULL ARTICLE |
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| INDUSTRY | | | | Myriam Balezou, Manus Cranny and Steven Arons | | “We are not in retrenchment mode,” CEO Ralph Hamers said at the World Economic Forum in Davos. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Marsh McLennan Agency | | This webinar on Jan. 24th will review the findings of new research on wealth managers and retirement plan advisors and provide insights that can give advisors in either camp a competitive edge as the market evolves. REGISTER NOW |
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