WealthManagement.com Daily Memo
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| | | | | Rob Burgess | | The impact that artificial intelligence will have on wealth management drew a large crowd at the Wealth Management EDGE conference at the Diplomat Beach Resort in Hollywood Beach, Fla. FULL ARTICLE |
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| | | WealthManagement.com Staff | | Speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla., discuss how investing strategies, including SMAs and how inflation and the Fed are impacting investing. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Axtella | | Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry. LEARN MORE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The commission’s proposal will make it more difficult for clients “to use false identities to establish customer relationships” with advisors, according to Chair Gary Gensler. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | The acquisition of Soudmark Wealth Management is Edelman’s first deal of 2024. FULL ARTICLE |
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