Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 26, 2024

REGULATION AND COMPLIANCE

Texas Court Stays DOL Fiduciary Rule

The court agreed that the Biden-era version of the fiduciary was structurally similar to the Obama-era rule. However, consumer advocates argue that plaintiffs are “forum-shopping” for sympathetic courts.

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INDUSTRY

Advisor Sentiment Index: Confidence In the Economy Rises

Financial advisors are still bullish on the prospects for the U.S. stock market, according to WealthManagement.com's Advisor Sentiment Index

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WHITE PAPER
Adapting to Technological Change: A CTO’s Perspective
Learn how WealthManagement.com and The Oasis Group are helping to foster collaboration on cybersecurity, AI, and operational efficiencies.
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ETFS

ETFs with the Worst One-Year Returns

Funds focused on clean energy were among those posting the worst returns over the last year.

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INDUSTRY

High School Sports Powerhouse Taps Merrill Wealth Management to Help Kids Plot Financial Future

Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.

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