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Wealth Management Daily Memo

FEBRUARY 6, 2019

INDUSTRY

Wealth Management 2044: 11 Industry Experts Look Ahead 25 Years

WealthManagement.com Staff

What will the wealth management industry look like in 2044? Industry experts weigh in.

FULL ARTICLE

REGULATION AND COMPLIANCE

Robo Advisor Enforcement Cases Highlight Advertising, Solicitation Compliance

Julie DiMauro

Two cases late last year and recent regulatory actions have underscored the need for firms to work this year on developing practice standards if they offer robo-advisory services or expect to do so.

FULL ARTICLE

SPONSORED CONTENT

Charting your own course: Discover five business models from the modern RIA

Sponsored by Charles Schwab

Advisors are choosing the independent RIA model now more than ever. Discover the 5 paths you can take to independence.

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PHILANTHROPY

IRS Issues Its “Won’t Rule” List

Conrad Teitell

The items this year are of particular interest to charities and their donors.

FULL ARTICLE