WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 04, 2024

REGULATION & COMPLIANCE

FINRA Orders RBC To Pay $9.7M In Age Discrimination Case

Cinda Collins alleged her former employer discriminated against her by terminating her after 30+ years because she was nearing retirement.

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TECHNOLOGY

Startup Simplisure Launches Digital Platform for Buying Term Life Insurance

Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.

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SPONSORED CONTENT
Investing in Climate Change

Sponsored by Parnassus Investments

Parnassus supports companies involved in addressing climate risks.
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TECHNOLOGY

The Word on WealthTech for November 2024

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

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RETIREMENT PLANNING

IRS Issues Final Regs on Withholding Certain IRA Distributions

The provisions apply to IRA recipients outside the United States.

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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors

Sponsored by The American College of Financial Services

Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management
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