WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | In a court filing, Wells Fargo argued there was "no evidence in the record" supporting the existence of a verbal agreement between its counsel and FINRA to exclude certain arbitrators from their cases. FULL ARTICLE |
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| TECHNOLOGY | | | | Samuel Steinberger | | Wealthtech firms announced more than $150 million in investments across alts, female-focused investing and crypto. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Wells Fargo Advisors | | Watch as Andrew D. Urbanski, at Wells Fargo Advisors, Private Wealth Financial Advisor discusses transitioning your business and growth as an advisor. WATCH NOW |
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| INSIDE ETFS PODCAST | | | | Douglas Yones | Dimensional Fund Advisors COO Lisa Dallmer discusses culture, volatility and portfolio allocation in today’s capital markets.
Sponsored by Schwab Asset Management
LISTEN NOW |
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| ALTERNATIVE INVESTMENTS | | | | Sonali Basak | | Part of Apollo's plan to expand the business will involve making it easier to get into private credit, real estate and buyout funds through technology. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Magnifi by TIFIN | | Join this upcoming webinar on Wed. April 27th for a discussion on risk drivers and opportunities in the current market environment, fed policy and the impact on balanced portfolios, and much more. REGISTER NOW |
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