WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 4, 2024

INDUSTRY

New FPA President to Focus on Title Protection in 2024

In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners.  

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RIA NEWS

Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma

Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla.

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CLIENT RELATIONS

Using Humor With Clients – Without Falling Flat on Your Face

Six tips to ensure your approach elicits smiles instead of frowns.

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ALTERNATIVE INVESTMENTS

Citi Alumni Plan Bitcoin Securities That Don’t Need SEC Approval

Known as BTC DRs, the offering will give institutions access to Bitcoin securities through US regulated market infrastructure and cleared through the Depository Trust Co.

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