WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 22, 2020

REGULATION AND COMPLIANCE

SEC Revises Marketing Rules for Advisors

Chair Jay Clayton touted the changes as necessary updates to requirements that had gone unchanged for decades, though some commissioners expressed concerns even as they voted in support.

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INSURANCE

Seven Points to Consider When Evaluating a Client’s LTC Coverage

Don’t wait until they actually have a claim to find out what they should know today.  

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SPONSORED CONTENT

FastChat Video: Behavioral Finance and What Advisors Need to Know

In this FastChat Video Mark Halloran, Managing Director, Business Development at Transamerica, discusses with Wealth Management.com the increasingly prominent topic of interest to advisors Behavioral Finance.

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REAL ESTATE

Five Steps to Construct a Diverse Real Estate Investment Portfolio

Here are some guidelines on maximizing returns and minimizing risks when building your commercial real estate portfolio.

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WEALTHIES CIRCLE PODCAST

Janney Montgomery Scott's Programs for Advisors

Janney's Tony Miller discusses the programs the firm has implemented for its current and incoming advisors.  

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Wealthies Circle Spotlight

Unity Wealth Platform

Leverage your data to get direct insight into all client accounts for personalized service and advice.

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