WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 24, 2019

REGULATION AND COMPLIANCE

Congressmen Criticize SEC on Reg BI, Stanford Recovery

House representatives push back on the new rule package, as well as the recovery efforts related to the Stanford Ponzi scheme, which has returned just 4.5 cents on the dollar to victims.  

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HIGH NET WORTH

High-Net-Worth Men Say They Are Doing Their Share (and More) at Home

Times are changing and, regardless of gender, every investor has specific needs and perceptions.

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SPONSORED CONTENT

A Guide to Help Families Focus on Giving

Help clients create a strategy for their family's charitable giving.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Getting Local Clients Via Google Search with Cathy Curtis

A majority of Cathy Curtis' clients find her through a Google search. Here's how she did it.

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WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Easing Baby Boomers into Retirement

The financial needs and concerns of those approaching and living in retirement are fundamentally different than the financial needs and concerns of younger adults.

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