WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | The proposals would mandate that advisors craft written policies and procedures intended to address cyber risks that could harm clients, according to Chair Gary Gensler. FULL ARTICLE |
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ALTERNATIVE INVESTMENTS | | Diana Britton | Focus Financial Partners represents CAIS's first enterprise-level customization at this scale, and CAIS CEO Matt Brown sees this as a jumping off point to working with others going forward. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Commonwealth Financial Network | So you’ve decided to break away from the wirehouse – now what? DOWNLOAD NOW |
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ETFS | | Aniket Ullal, CFRA Research | The ETFs included feature funds that launched in the calendar month of January 2022. FULL ARTICLE |
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ESTATE PLANNING | | James G. Blase | Should proceeds be paid to a bypass trust for the benefit of the surviving spouse? FULL ARTICLE |
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ADVISOR INNOVATIONS PODCAST | | Sponsored by LPL Financial | In this episode, David Armstrong talks with Brown about how the CAIS platform works to connect financial advisors with alternative asset managers and strategies that are right for their clients. LISTEN NOW |
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