Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 21, 2024

REGULATION & COMPLIANCE

AI Usage Top Priority for SEC Examiners in 2025

Reg BI compliance and the use of crypto assets are other areas of focus for the upcoming year.

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RPA

RPA Aggregator Roundtable: Radical Sea Change Happening Now

A sea change is denoted by a radical transformation that requires a comprehensive revamp of a business’s strategies, systems, processes or structures. This significant change is often driven by major market shifts or threats to the organization’

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SPONSORED CONTENT
The New Moderate Model Portfolio
Create long-term wealth utilizing an allocation of up to 50% in private markets.
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PODCAST

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone CEO Bob Long

StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market investment vehicles.

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ESTATE PLANNING

Directed Trusts Explained

Used properly, this vehicle can enhance flexibility and control.

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SPONSORED VIDEO
Envestnet Workplace Fiduciary Solutions
How financial advisors can focus on managing retirement plan relationships without managing the complex responsibilities of plan assets.
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