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FEBRUARY 15, 2023

REGULATION AND COMPLIANCE

SEC Commissioners OK Proposed Custody Rule Changes

Patrick Donachie

If finalized, the amendments could expand the rule’s scope to further include crypto assets.

FULL ARTICLE

PHILANTHROPY

How Did Market Conditions Affect Private Foundation Giving in 2022?

Susan R. Lipp

Foundation Source client survey reveals that donors took a long-term mindset.

FULL ARTICLE

FASTCHAT VIDEO

Opening Up Wealth: Re-aligning the Industry Landscape with Investors

Sponsored by FNZ

Adrian Durham, FNZ Group CEO, shares his insights on how FNZ is re-aligning the industry value-chain to better serve the needs of today’s investors

WATCH NOW

401KTV

401(k) Real Talk Episode 47: February 15, 2023

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

WATCH NOW

ALTERNATIVE INVESTMENTS

Workforce Housing Is a Steady Alt Investment in Recessionary Times

Chris Marsh

The fundamentals point toward immediate and attractive risk-adjusted returns.

FULL ARTICLE

WEALTH MANAGEMENT EDGE

The Time Is Now

Learn more about this once in a lifetime bull market for advice at WealthManagement EDGE, May 21-24, 2023 at The Diplomat Beach Resort, Hollywood, Fla. #bullmarketforadvice

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