WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 29, 2021

PEOPLE

Report: Former MassMutual Advisor Led GameStop Mania

Thirty-four-year-old Keith Patrick Gill is the person behind YouTube videos that lit the fuse, according to a Reuters report.

FULL ARTICLE

REGULATION AND COMPLIANCE

SEC Says It’s Probing Market Mania for Potential Misconduct

The regulator “will closely review actions taken by regulated entities that may disadvantage investors or otherwise unduly inhibit their ability to trade certain securities.”

FULL ARTICLE

SPONSORED CONTENT

Are Small Caps Poised to Outperform?

Find out which small caps may be attractive for the long term.

FULL ARTICLE

INSURANCE

New Law Changes Interest Rate Assumptions for Life Insurance

A major boon for PPLI policies.  

FULL ARTICLE

INDUSTRY

The Financial Advisory Deals This Week

Here are the breakaways, mergers and acquisitions and appointments announced the week of Jan. 25, 2021.

FULL ARTICLE

SPONSORED CONTENT

Upside Potential in US Cannabis Has Arrived

Learn about cannabis investing with AdvisorShares.

LEARN MORE

CLIENT RELATIONS

The Value of Values

Before you can determine if Bitcoin, Big Data, or any other pre-packaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.

FULL ARTICLE

REAL ESTATE

Economist Sam Chandan Discusses Diversity in CRE, Current Investment Climate

“I have a whole subset of students who experience anxiety around whether they can be themselves when they go out there to look for a job.”  

FULL ARTICLE

SPONSORED CONTENT

The Great Divide: Personal Property and Tangible Assets in the Time of Covid and After

Attend this webinar on Feb. 4th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.

REGISTER NOW