WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Silla Brush | | Schwab’s attrition amounts to about 4% of Ameritrade revenue prior to the deal, or around 1% of combined total client assets as of the end of last year. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | With the convergence of wealth, retirement and benefits at work, the DC market is currently under massive pressure. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with USCF, Teucrium, CNIC Funds, Caliber, Forum and AcreTrader | | According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts. DOWNLOAD NOW |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Utah-based Alpine Securities is challenging the constitutionality of FINRA. Given recent judicial decisions from more conservative courts, some legal scholars think it may succeed. FULL ARTICLE |
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| REAL ESTATE | | | | Elaine Misonzhnik | | New data from MSCI Real Assets looks at what changed in the world of professionally-managed real estate around the globe in 2022. FULL ARTICLE |
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| WMTV ON LOCATION | | | | Sponsored by United Planners Financial Services | | The wealth management industry has been transformed with the advent of remote and hybrid work. WATCH NOW |
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| WEBINAR | | | | Sponsored by MarshBerry | | Join us on August 23rd to uncover growth secrets from the 2023 RIA Edge Study, revealing how select firms thrived after adapting to 2022 challenges, in partnership with Wealth Management IQ and MarshBerry Advisors. REGISTER NOW |
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