WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | Davis Janowski | | The global provider of investment research and indices will use Fabric to further delivery of its tools through advisors. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Eddy Blizzard, a former advisor with Suntrust and M&T Securities, pleaded guilty to stealing $1M+ from an elderly client. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Ares Wealth Management | | Today, a broad structural shift is underway with private markets becoming larger, more diverse, and more available to companies and investors than ever before. DOWNLOAD NOW |
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| INDUSTRY | | | | Josyana Joshua | | Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | David Bodamer | | The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets. FULL ARTICLE |
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