Morning Memo
 
Wealth Management Morning Memo

MAY 27, 2024

REGULATION AND COMPLIANCE

SEC Adopts Updated Cybersecurity Rules

On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.  

FULL ARTICLE

PHILANTHROPY

How I Plan to Raise $10B for Charity

A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value.

FULL ARTICLE

WMIQ RESEARCH REPORT

Interest in M&A Swells Along With Firm Valuations

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

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401KTV

401(k) Real Chat: Saumen Chattppadhyay

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

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EQUITIES

Help Clients Ease Into Impact Investing by Starting with Deposits

Focus on aligning the cash holdings of your clients’ investment portfolios with their values.  

FULL ARTICLE

WEBINAR

Bonds Take Center Stage: The Fixed Income Outlook and Multi-Sector Opportunities

Join us on Thursday, June 20, to explore high-quality bond opportunities amid volatile US interest rates and discover compelling strategies for your portfolio.

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