WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 12, 2022

REGULATION AND COMPLIANCE

Regulators Warn Investors, Advisors on Single-Stock ETFs

SEC Commissioner Caroline Crenshaw said single-stock ETFs posed "another, perhaps greater, risk" for investors than leveraged and inverse ETFs, and believed it would be hard for advisors to recommend such products while meeting their Reg BI obligations.

FULL ARTICLE

Advertisement

RETIREMENT PLANNING

Automatic Retirement Plan Options—Status and Outlook

Industry experts discuss the current landscape and the development of new features.

FULL ARTICLE

WHITE PAPER

Advising Clients On Retirement In A Changing Tax Landscape

With the potential for major changes to the tax code, investors need smart, flexible tax strategies that can help them maximize returns. Know the tax strategies that help advisors differentiate themselves.

LEARN MORE

Advertisement

REAL ESTATE

Top 20 Most Competitive U.S. Apartment Markets

RentCafe looks at which U.S. markets are attracting the most apartment renters, based on metrics such as how long an apartment remains available after being listed.

FULL ARTICLE

HIGH NET WORTH

The Sting That Snagged the Tax Lawyer to a Pair of Billionaires

Carlos Kepke, who advised Robert Smith, is one of many enablers that help Americans hide untaxed billions abroad, according to the IRS.

FULL ARTICLE

SPONSORED WEBINAR

Retirement Income Planning in a World of Greater Risk

This webinar on July 13th will offer the first live look at the report's key findings, as well as explores takeaways that can help make an advisor's retirement planning efforts more productive.

REGISTER NOW