WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | The Department of Justice also charged Surage Roshan Perera of wire fraud, investment advisor fraud and money laundering, for allegedly defrauding an unnamed investor. FULL ARTICLE |
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ESTATE PLANNING | | Anna Sulkin | Who owns several of the artist’s sketches that were on display, until recently, at the White House? FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by LODAS Markets | Investors can trade assets like BREIT in the LODAS marketplace. LEARN MORE |
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401KTV | | Fred Barstein | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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HIGH NET WORTH | | David Voreacos | The US Senate Finance Committee issued a report, citing “what may be an ongoing criminal tax conspiracy” involving almost $100 million in secret offshore accounts. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Riskalyze | Learn how to win prospects faster, drive a personalized client experience at scale, attract and retain the best talent, increase firmwide efficiency, and turn compliance into an opportunity. LEARN MORE |
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