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Wealth Management Daily Memo

APRIL 16, 2019

INDUSTRY

FPA Chapters Will Remain Separate After Restructuring

Michael Thrasher

At the request of members, the new plan for the Financial Planning Association's restructuring will allow chapters to maintain their legal status and autonomy.

FULL ARTICLE

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REGULATION AND COMPLIANCE

New Jersey Proposes Uniform Fiduciary Rule For Brokers and Advisors

Patrick Donachie

The proposed regulation would make the Garden State one of the first in the country to enact a uniform fiduciary standard for financial advisors.

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INDUSTRY

Bank of America's Wealth Management Unit Posts Record Profit

Michael Thrasher

The Global Wealth & Investment Management group's net income topped $1 billion in the first quarter.

FULL ARTICLE

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