WealthManagment.com Daily Memo
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INDUSTRY | | | Diana Britton | The RIA services platform, launched in 2010, hopes to raise up to $100 million in its initial public offering, according to an SEC filing. FULL ARTICLE |
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ALTERNATIVE INVESTMENTS | | Diana Britton | Advisors and their clients can get access to fine wine through Vinovest’s actively managed fund or through bespoke strategies customized around time horizons or ESG preferences. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by Alerian | Learn how the digitalization of the broader economy has driven interest in the blockchain and cryptocurrency space. WATCH NOW |
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REGULATION AND COMPLIANCE | | Patrick Donachie | The commission will include five members who do not currently sit on the CFP Board’s Board of Directors, and its chair previously headed a task force that scrutinized the Board’s enforcement program. FULL ARTICLE |
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TECHNOLOGY | | WealthManagement.com Staff | Industry consultant Tim Welsh and Tech Editor Davis Janowski debate the merits of digital assets, cryptocurrencies and the blockchain and whether they have a place in wealth management. WATCH NOW |
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FASTCHAT VIDEO | | Sponsored by LPL Financial | Watch as Kimberly Sanders, SVP, Business Development - LPL Strategic Wealth Services and Mike Ashworth, Advisor, Ashworth Financial Group, discuss going independent and how LPL Strategic Wealth Services fully integrated program is designed to help you with every step of the move to independence. WATCH NOW |
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