WealthManagement.com Daily Memo
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| | | | | Patrick Donachie | | The brokerage app sued Commonwealth Secretary William Galvin, arguing against the validity of Massachusetts’ fiduciary standard. The state’s highest court ruled in favor of Galvin. FULL ARTICLE |
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| RIA Channels | | | | Ali Hibbs | | Captrust completed nine deals last year; four of them were in the Lone Star State. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Commonwealth Financial Network | | Pass the torch with confidence. LEARN MORE |
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| Podcasts | | | | Diana Britton | | 2023 was marked by resilience and transformation as Tina Powell, Chief of Community at Intention.ly, faced unexpected challenges in her 'year of health.' FULL ARTICLE |
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| Insurance | | | | Katie Coeyman | | Heckerling panel discusses value of policies for income and estate tax purposes. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Cambridge Investment Research, Inc | | Organic growth, recruiting, acquisitions — as an independent financial advisor, there are a lot of ways you can grow your business. Where do you start? WATCH NOW |
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