Wealth Management Daily Memo

JANUARY 31, 2020

REGULATION AND COMPLIANCE

Where Is the Revised DOL Fiduciary Rule?

Patrick Donachie

Partners with Drinker Biddle also covered Regulation Best Interest preparations and other regulatory topics on their "Inside the Beltway" audiocast.

TECHNOLOGY

WisdomTree Hunting For AdvisorEngine Buyers

Samuel Steinberger

The asset manager is attempting to exit its $58 million stake in the digital wealth management platform.

SPONSORED CONTENT

Building Your Best Back Office

Sponsored by Orion Portfolio Solutions

Back office operations are critical to your firm’s success. Find out what our surveyed advisors prioritized when building their back offices, as well as which resources they used to do so.

ETFS

Utilities: High Voltage and Low Volatility

Brad Zigler

These used to be dull stocks.