Wealth Management Daily Memo

FEBRUARY 2, 2022

REGULATION AND COMPLIANCE

IBD Execs See 'Difficult' Regulatory Landscape, Return-To-Work Uncertainty

Patrick Donachie

Presidents and CEOs at Lincoln Investment, Stifel and Raymond James discussed the regulatory regime in Washington and the impact of the COVID-19 Omicron variant during a discussion at FSI’s OneVoice conference.

RPA EDGE

401(k) Real Talk: Feb. 2, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

EXCLUSIVE RESEARCH

Technology Solutions Guide an Evolution in Wealth Management

Sponsored by Salesforce

Wealth management firms are focused on increased productivity and experience in 2022 – and they’re relying on technology to get them there.

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PHILANTHROPY

Five Situations When Taxable Gifts Make Sense

Bryan Kirk

Good strategies to use despite potential variability of federal tax laws.

ADVISOR INNOVATIONS PODCAST

CAIS’ Matt Brown on Connecting Advisors to Alternative Investment Managers

David Armstrong

CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve.

Sponsored by LPL Financial

SPONSORED WEBINAR

Discover the Power to Transform Through Active Ownership

Sponsored by Magnifi by TIFIN

Join our panel of experts on Tuesday, Feb. 8th for an interactive discussion about how financial advisors can help clients drive impact on climate change and DEI with their portfolios.