WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 15, 2018

REGULATION AND COMPLIANCE

Massachusetts Charges Scottrade With Violating DOL Rule

"Scottrade and its agents neglected their duty to Massachusetts retirees while focusing on gathering new assets in anticipation of the TD Ameritrade merger."

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RETIREMENT PLANNING

The Financial Effect of Being the Family Caregiver

While the gender bias is changing, it's still largely women who take on the role of caregiver for children and aging parents. That fact should inform their financial planning, argued a panel of women in finance.

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SPONSORED CONTENT

Aligning Your Technology With the Needs of High-Net Worth Clients

High-net-worth advisors plan on spending more on technology next year, but they may not be taking full advantage of the opportunities available.

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LETTER FROM THE EDITOR

Technology Takes Center Stage

Don't fight changes to the industry. Accept them and use them to learn and grow, WealthManagement.com Editor in Chief David Armstrong writes.

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