WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 17, 2021

REGULATION AND COMPLIANCE

‘Roaring Kitty’ Sued for Securities Fraud Over GameStop Rise

The lawsuit, filed in federal court in Massachusetts, accuses Keith Gill of misrepresenting himself as an amateur investor and profiting by artificially inflating the price of the stock.

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INDUSTRY

Professional Wealth Advisors, HighPoint Planning Partners to Merge

PWA and HighPoint merge to catch wirehouse breakaways.

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SPONSORED CONTENT

Creating a Business Continuity Plan

Never would we have thought a pandemic would sweep the globe, changing our lives and how we do business. Were you prepared with a business continuity plan?

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TRANSPARENCY WITH DIANA B.

Dealing with Personal Traumas of the Past

Between a near-fatal car accident and his day-to-day life on the police force, advisor Brian Walsh Jr. has had his fair share of personal trauma. Talking about it was the first step towards healing.

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INDUSTRY

Leading Your Firm in Diversity, Equity and Inclusion

The financial industry has a clear call to action to raise the bar on diversity and inclusion.

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SPONSORED CONTENT

Own Your Value

5 Strategies to Showcase Why Your Financial Guidance Matters

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ESTATE PLANNING

Two States Enact Grantor Trust Reimbursement Statutes

Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out.

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REAL ESTATE

NCREIF's Real Estate Indexes Seek to Provide Clarity Amid Complex Market Conditions

What goes into constructing some of the most transparent, consistent and cited commercial real estate price indexes?

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WEALTHIES CIRCLE DIGITAL FORUM

Operations Innovation: Managing the New Normal

Join on Feb. 24th for the Technology CE Digital Forum event. Live, interactive sessions will be paneled by leading executives at award-winning firms covering the state and future direction of technology.

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