WealthManagement.com Daily Memo
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| 2024 INDUSTRY OUTLOOK | | | | | | Patrick Donachie | | Industry experts cited the DOL’s fiduciary rule, further guidance on the SEC’s marketing rule and potential movement on unpaid FINRA arbitration awards as possible developments in 2024. FULL ARTICLE |
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| WHAT'S IN MY MODEL PORTFOLIO | | | | Diana Britton | | Eric Branson, director of investments, at $1.8 billion AUM Cyndeo Wealth Partners, on the gamble lurking inside the market-cap weighted S&P 500, building a proprietary private credit fund of funds and testing the waters with direct indexing. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Cambridge Investment Research | | Learn what every advisor needs to understand in this tell-all from an industry executive who’s seen her fair share of transitions. LEARN MORE |
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| CAREERS | | | | Jason Diamond | | Setting the record straight on the most common misconceptions that can block financial advisors from improving their business lives. FULL ARTICLE |
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| HIGH NET WORTH | | | | Anna Howard | | This approach allows an advisor to focus on what matters most to each client, adding more value to their services and growing client relationships. FULL ARTICLE |
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