WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

FEBRUARY 16, 2022

REGULATION AND COMPLIANCE

SEC Fines 12 More Firms for Form CRS Lapses

The firms settled charges they failed to deliver the disclosure document to clients on time or with complete information.

FULL ARTICLE

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THE HEALTHY ADVISOR PODCAST

Treating Your Health As an Asset with Stevyn Guinnip

Advisor health coach Stevyn Guinnip shares her own struggles with physical health, as well as ways advisors can live better lives now and in the future.

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FASTCHAT VIDEO

Going Independent Just Got Easier

Watch as Kimberly Sanders, SVP, Business Development - LPL Strategic Wealth Services and Mike Ashworth, Advisor, Ashworth Financial Group, discuss going independent and how LPL Strategic Wealth Services fully integrated program is designed to help you with every step of the move to independence.

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REAL ESTATE

What Do Office Employees Want? It’s Not What You Think

Indoor air filtration, private workspaces and assigned desks are the features that make offices truly attractive to workers.

FULL ARTICLE

PHILANTHROPY

Crypto Gifts Surge 1,082% at Fidelity’s Philanthropic Powerhouse

Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020.

FULL ARTICLE

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