WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 8, 2018

REGULATION AND COMPLIANCE

FINRA Cracks Down on Cryptos, Securities Backed Lines of Credit

In its annual priorities letter, the regulator flags some new areas of focus for 2018, including cryptocurrencies, securities backed lines of credit and business continuity.

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HIGH NET WORTH

Planning for Modern Families

Half of Americans identify as being outside of a "traditional," nuclear household.

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SPONSORED CONTENT

Taking Advantage of Benchmarking

Measuring your business performance is the first step. The next step: Dealing with the results.

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FUND FLOWS

Investors Were Bullish As Ever On Industrials Exiting 2017

They pulled the plug on U.S. equity funds but steered $1.34 billion–a 59-week high– into the industrial sector during the week that straddled the calendar years.

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