WealthManagement.com Daily Memo
|
|
| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The commission accused Global Predictions and Delphia of “AI washing,” making misleading claims about how they each used artificial intelligence in managing investments. FULL ARTICLE |
| |
| |
|
|
| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The settlement follows a 2021 targeted exam looking into how firms work with social media influencers. FULL ARTICLE |
| |
| |
|
| SPONSORED CONTENT | | | | Sponsored by TradePMR | | Insights from industry leaders on the dynamic technology landscape of wealth management. DOWNLOAD NOW |
| |
| |
|
| WEALTH MANAGEMENT INVEST PODCAST | | | | David Bodamer | | Franklin Templeton's Tony Davidow shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity and real estate in diversified portfolios. LISTEN NOW |
| |
| |
|
| ESTATE PLANNING | | | | Charles L. Ratner | | A slightly unorthodox approach for collaborative advisors. FULL ARTICLE |
| |
| |
|
|
| | | | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as newsletter@newslettercollector.com To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved. | | | |
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|
