WealthManagement.com Daily Memo
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| | | | | Elaine Misonzhnik | | They see a $10 trillion opportunity in the next decade, but obstacles remain to widespread use of private investments. FULL ARTICLE |
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| Regulatory | | | | Patrick Donachie | | The Pacific Legal Foundation, which has a record for arguing against “government overreach” before the Supreme Court, is representing Frank Black in the latest case challenging FINRA's Constitutionality. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Marsh McLennan Agency | | Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management. DOWNLOAD NOW |
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| Industry | | | | Diana Britton | | Avantax said the decline was due to attrition of lower producing advisors as it moves closer to finalizing a sale to Cetera later this month. FULL ARTICLE |
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| High Net Worth | | | | Gina M. Nelson | | Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing. FULL ARTICLE |
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