WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | For IBD advisors who don’t choose the retirement route, many say they’ll focus on their own RIA business, if they’re reclassified by the DOL as employees, according to a new survey commissioned by FSI. FULL ARTICLE |
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| TECHNOLOGY | | | | Rob Burgess | | The New Zealand-based wealth management firm looks to further extend its reach into the North American market. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by PIMCO | | PIMCO’s David Braun discusses the risk and performance benefits of active management for bonds. LEARN MORE |
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| THE HEALTHY ADVISOR PODCAST | | | | Diana Britton | Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.
Sponsored by Allianz Life Insurance Company of North America
LISTEN NOW |
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| REAL ESTATE | | | | Thomas Foley | | New research by Archer.re and its partners promotes the strategy of having individual portfolios for each property type within each city to allow investors to make independent real estate investment decisions. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Marsh McLennan Agency | | This webinar on Jan. 24th will review the findings of new research on wealth managers and retirement plan advisors and provide insights that can give advisors in either camp a competitive edge as the market evolves. REGISTER NOW |
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