WealthManagment.com Daily Memo
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TECHNOLOGY | | | Davis Janowski | ComplySci's deal for the compliance technology provider comes on the heels of a $120 million venture capital injection to fuel acquisitions. FULL ARTICLE |
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REGULATION AND COMPLIANCE | | Patrick Donachie | Matthew Clason had previously worked with LPL and Lincoln Financial Advisors before being accused by both the DOJ and SEC of stealing from a 73-year-old Connecticut investor over several years. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by LPL Financial | Download the comprehensive guide that addresses key questions and shares best practices. DOWNLOAD NOW |
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MICHAEL KITCES' #FASUCCESS PODCAST | | Michael Kitces | Canvas Wealth Advisors co-founder Drew Waldron discusses the adventures his firm plans for clients and prospects that sets them apart from their competition. LISTEN NOW |
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EQUITIES | | Michael MacKenzie and Liz Capo McCormick | “In this environment, we think 60/40 is pretty dangerous.” FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Parametric | Recent sentiment from the cognoscenti is that the days of 60/40 portfolio construction are numbered. We believe, however, that rumors of its demise are greatly exaggerated. The balance provided by a 60/40 portfolio can still play a key role in a diversified portfolio. LEARN MORE |
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SPONSORED WEBINAR | | Sponsored by Addepar | Join us on Dec. 14th as we review the top trends we saw emerge during this past year and how tech can help you adapt to changes to come in 2022. REGISTER NOW |
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