WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | According to the commission’s complaint, Florida-based former advisor and broker German Nino made numerous unauthorized transfers, allegedly using the money to purchase gifts and to pay back a prior victim’s misappropriated funds. FULL ARTICLE |
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RETIREMENT PLANNING | | Ed McCarthy | Cerulli's Shawn O’Brien discusses CITs, target date funds and more trends for retirement plan advisors to keep an eye on. FULL ARTICLE |
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SPONSORED WEBINAR | | Sponsored by Clarity AI | Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients. REGISTER NOW |
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CELEBRITY ESTATES PODCAST | | David H. Lenok | Rap Superstar DMX left behind 15 children and a potential common law wife when he passed without a will in April of 2021. LISTEN NOW |
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EQUITIES | | Vildana Hajric | It's getting harder and harder to see the bottom. FULL ARTICLE |
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