WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Following the blockbuster settlement, expect messaging apps and personal devices to be a "routine" part of SEC scrutiny for firms of all sizes, say compliance experts. FULL ARTICLE |
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| INDUSTRY | | | | Ali Hibbs | | Warburg Pincus will remain majority owner of the recapitalized Kestra Holdings. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by TIFIN Wealth | | It's more important than ever for financial advisors to cut through the noise of a competitive market and connect with targeted audiences. This free eBook from TIFIN Clout shows you how to create a digital media strategy that resonates with prospects and clients. DOWNLOAD NOW |
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| TECHNOLOGY | | | | Davis Janowski | | Despite delays and glitches, the third-annual AdviceTech.Live was well-balanced between new tech demos and lively panels, raised $32,000 for financial planning-related organizations, and demonstrated that virtual-only advisor conferences—born out of the pandemic—should be here to stay, our technology columnist says. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Suzanne Woolley | | With the cost of living climbing, many workers say they’ll have to work longer. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Stay one step ahead of the robots with Direct Indexing. DOWNLOAD NOW |
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| SPONSORED SURVEY | | | | Can you help us with our quick survey, focused on staff and compensation? This survey will take a few minutes to complete and as a token of our appreciation, each person to complete the survey will be entered for the chance to win a YETI Tundra 75 Cooler (valued at $450)! TAKE THE SURVEY |
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