WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Rothschild Investment Corporation said it plans to continue in the M&A market, adding up to $1 billion in AUM annually. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | In a new risk alert, SEC examiners stressed that firms have appropriate staffing to comply with AML regulations, especially after the wave of sanctions following Russia’s invasion of Ukraine. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Rendezvous streamlines proposal generation and model assignments so you can focus on your client relationships. LEARN MORE |
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| RIA NEWS | | | | Ali Hibbs | | Mercer is expanding its footprint in California and Texas and bolstering its estate planning capabilities with two deals announced this week. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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