WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

MAY 25, 2022

RIA NEWS

Cresset and Meristem Merge to Create $27B AUM Multi-Family Office

The deal with Meristem Family Wealth also brings an in-house trust company to Cresset.

FULL ARTICLE

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TECHNOLOGY

iCapital To Acquire SIMON Markets

The deal will create an alternative investment powerhouse in terms of breadth and depth of technology for financial advisors

FULL ARTICLE

FASTCHAT VIDEO

A Framework for ESG Implementation

For ESG investors seeking performance and alignment with their values, implementation can be both complex and challenging.

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REGULATION AND COMPLIANCE

SEC: Broker Falsely Touted Defying Trade Restrictions During 'Meme Stock' Volatility

According to the commission, TradeZero publicly told investors they refused its clearing broker’s demands to restrict trading, when in fact they stopped trading certain stocks.

FULL ARTICLE

401KTV

401(k) Real Talk Episode 17: May 25, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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SPONSORED WEBINAR

Behavioral Finance And The Future Of Fintech

Harnessing the power of human emotion with both compassion and robust technology to keep investors focused on what’s best for them isn’t just a trend; it’s the future of what it means to be a fiduciary.

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