WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Rob Burgess | | The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | A commission report from last month highlights the problem of forced arbitration clauses in contracts between RIAs and clients. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Take control of your future through independence. DOWNLOAD NOW |
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| RIA NEWS | | | | Ali Hibbs | | CNBC veteran has been tapped to sit on Dynasty’s investment committee and represent its $36 billion investment platform. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| RESOURCE CENTER | | | | Sponsored by United Planners Financial Services | | In this Success Zone podcast Sheila Cuffari-Agasi, executive vice-president with United Planners Financial Services, speaks about succession planning for advisors. LISTEN NOW |
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