WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 21, 2022

REGULATION AND COMPLIANCE

NASAA Report Finds Digital Asset Fraud Investigations Up 70%

NASAA's annual enforcement report charted the continued problem of promissory note fraud, and the rise of interest in the metaverse in the securities markets.  

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RIA NEWS

Private Advisor Group Brings $1B California Team Under RIA

The move is part of the succession plan for AK Financial Group Founder Andrew Karlinski, who will wind down his RIA and transition to Private Advisor Group’s.

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RESOURCE CENTER

Evolution of Retirement

The shift to financial independence.

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401KTV

401(k) Real Talk Episode 34: September 21, 2022

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

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FIXED INCOME

Fed Delivers Third-Straight Big Hike, Sees More Increases Ahead

The unanimous decision takes the target range for the benchmark federal funds rate to 3% to 3.25% -- the highest level since before the 2008 financial crisis.

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WHITE PAPER

Navigating an Inflationary Environment in US and Global Equities

The rotation towards value, international, less-expensive markets in a post- pandemic world is unlikely to be linear. Here’s a roadmap to navigating equities in an inflationary environment.

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Podcasts

THE HEALTHY ADVISOR PODCAST

Rebuilding Healthy Habits After Traumatic Loss With Jonathan DeYoe

In the summer 2021, advisor Jonathan DeYoe tragically lost his only brother. Since then, he has been on a journey to rebuild healthy habits after experiencing this huge loss.

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INSIDE ETFS PODCAST

ETF Strategies For The Modern Portfolio with Jed Laskowitz

J.P. Morgan Asset Management's Jed Laskowitz details how ETFs can help advisors develop long-term portfolio strategies, regardless of market conditions.

Sponsored by Schwab Asset Management

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SPONSORED WEBINAR

Building the Business Case for DEI&B

Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve.

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