WealthManagement.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | The rule, which takes effect in September, “protects the retirement investors from improper investment recommendations and harmful conflicts of interest,” according to Acting Labor Secretary Julie Su. FULL ARTICLE |
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ALTERNATIVE INVESTMENTS | | Elaine Misonzhnik | The asset class continues to gain momentum, marking the sixth consecutive quarter of growth. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by United Planners Financial Services | From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave. WATCH NOW |
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TECHNOLOGY | | Davis Janowski | Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year. FULL ARTICLE |
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RIA EDGE PODCAST | | David Armstrong | Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race. Sponsored by Schwab Advisor Services
LISTEN NOW |
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