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Wealth Management Daily Memo

AUGUST 26, 2020

REGULATION AND COMPLIANCE

SEC Votes to Expand "Accredited Investor" Definition

Patrick Donachie

After 38 years, the SEC has changed its "accredited investor" definition, moving beyond a focus on income and net worth and expanding the pool of those who qualify to invest in private markets.

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TECHNOLOGY

Social Distancing Pushes a Cetera OSJ to Further Embrace Video

Asia Martin

Horizon Financial Group converted an advisor’s office into a media room to bolster its video marketing.

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WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Understanding how Sweep Vehicles Affect Your Cash Balances

Sponsored by U.S. Bank

In its simplest form, a sweep vehicle is an investment program designed to provide a home for end-of-day cash held in a custody account.

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PEOPLE

Smackdown! The Rock Is 'Strategic Investor' In Acorns

Samuel Steinberger

The actor and former wrestler is joined by his ex-wife, Dany Garcia, to help Acorns users open UTMA/UGMA accounts.

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SPONSORED CONTENT

Discover the Difference Responsible Investing Makes

Sponsored by Calvert Research and Management

Impact should be material and measurable.

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