WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 24, 2022

HIGH NET WORTH

Wealth Management Firms are Missing the Target on Next-Wave Client Segments

Family offices tend to fare better.

FULL ARTICLE

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RIA NEWS

6 Meridian Invests in Next-Gen with 8 New Partners

HIghtower's Wichita-based wealth management firm more than doubles partners with next-gen promotions, plans one-to-one mentorship program.  

FULL ARTICLE

SPONSORED PODCAST

The Impact Of Tax Law Changes On Retirement Planning with Martha Hart

Recent proposed legislation has included some key tax law changes that could affect retirement and estate planning. What can advisors do to get ahead of these potential, but often unpredictable changes to the tax law?  

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REGULATION AND COMPLIANCE

DOJ: Former RIA Sentenced to 6 Years in $8M Scheme

The DOJ charged Martin Ruiz for stealing client funds, using the money for personal expenses and renting New York City apartments.

FULL ARTICLE

EDITOR'S LETTER

Getting Clear

These market cycles are inevitable, and arguably good for the industry in the long run.

FULL ARTICLE

SPONSORED WEBINAR

How to Target Leveraged Exposure to Trending Sectors and Themes

Join this webinar on June 29th to learn how you can gain concentrated 3x, or -3x leveraged exposure to some of the most popular segments of the market like big tech, big oil, big banks, and more.

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