WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Sen. Elizabeth Warren and Rep. Katie Porter are pressing the regulator after a Georgia judge called the fairness of its arbitration process into question. FULL ARTICLE |
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| TECHNOLOGY | | | | Suzanne Woolley | | Morningstar waded through the crowded field and looked at cost, transparency, asset allocation and financial planning tools. FULL ARTICLE |
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| SPONSORED PODCAST | | | | Sponsored by CAIS | | Hear the latest episode of the CXO Podcast, as we sit down for a fireside chat with CAIA Association President and CEO Bill Kelly. LISTEN NOW |
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| HIGH NET WORTH | | | | Laura Davison | | The proposal would require the very rich to pay taxes on their capital gains, even if they haven’t sold the assets. FULL ARTICLE |
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| INSURANCE | | | | Charles L. Ratner | | A prime example of a sophisticated strategy where advisors, attorneys and life-insurance professionals can work together to add value. Just don’t discount how things could play out in real time. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Parnassus Investments | | In this webinar on Thurs. April 14th, attendees will learn how ESG impacts portfolio performance, they key factors used to identify quality companies, how to measure the true cost of alpha, and more. REGISTER NOW |
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