Morning Memo
Wealth Management Morning Memo

JANUARY 19, 2019

PEOPLE

Stay the Course: Reflections from One of Jack Bogle's Heart Transplant Surgeons

Dr. Louis Samuels was one of the surgeons who performed the heart transplant on Jack Bogle in 1996. He remembers the man for his energy, will power and "unwavering spirit to live."

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PEOPLE

Jack Bogle: The Model Public Servant in the Private Sector

What better way to honor Jack than for fiduciary advocates to, as he says, “Press on, regardless.”

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The First Steps

For breakaway RIA firms, clients, culture and business fundamentals are top priorities.

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ETFS

Bogle’s Legacy: Growing Demand and Supply of Index Funds

If the move to passive investing continues at the same furious pace as in recent years, the total assets under management in U.S. equity passive index funds will outpace AUM in active funds by the end of 2019.

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PEOPLE

Jack Bogle Showed Enriching Lives Goes Past Riches

The Vanguard founder lived his spread-the-wealth philosophy.

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PEOPLE

John Bogle, Vanguard Founder Who Urged Low Fees, Dies at 89

John Bogle introduced the first retail index mutual fund in 1976. He built Vanguard to $4.9 trillion in assets under management.

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