WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | After President Joe Biden urged Congress to pass the bill during his address, the IBD advocacy organization argued it could weaken the independent contractor status of many financial advisors. FULL ARTICLE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | Oil, gas and energy ETFs posted the best returns over the past year. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by CAIS | | Lower future returns environment, coupled with a diminishing diversification benefit from bonds in a rising rate environment, presents an opportunity for investors to reimagine the 60/40 portfolio. WATCH NOW |
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| CAREERS | | | | Jason Diamond | | Prior to making the leap to our family business, I struggled with a dilemma common to next gen businesspeople; I was both excited yet worried about the complex interpersonal dynamics that would be at play. FULL ARTICLE |
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| ETFS | | | | Carolina Wilson, Denitsa Tsekova, Elaine Chen and Emily Graffeo | | More asset managers are removing Russian equities from their widely tracked indexes, complicating outlooks for ETFs. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Commonwealth Financial Network | | Managing your practice, your way. Sounds nice, doesn’t it? LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Bill.com | | Join us on Tuesday, Mar. 8th to hear real world examples from top wealth management and family office firms. They will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability. REGISTER NOW |
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