WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | The broker/dealer network has announced its second acquisition in as many months, adding 850 advisors and nearly $40 billion in assets. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The Aloha State is the 27th to enact a rule or law based upon the model passed by the National Association of Insurance Commissioners, intended to align state regs for annuity sales with the SEC’s Regulation Best Interest. FULL ARTICLE |
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| SPONSORED PODCAST | | | | Sponsored by Protective Life | | 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? LISTEN NOW |
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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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| HIGH NET WORTH | | | | Ben Persofsky | | Clients need to be able to answer the question, “What’s next?” FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Explore critical strategies investment advisors can undertake to increase the likelihood of retaining assets when clients leave their wealth to heirs. DOWNLOAD NOW |
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