WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 23, 2021

REGULATION AND COMPLIANCE

Advocacy Groups Seeks More Time Implementing DOL Fiduciary Rule

The U.S. Chamber of Commerce, SIFMA and other trade groups argue that the temporary enforcement guidance scheduled to end Dec. 20 should be extended for six to 12 months.

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ETFS

The 20 ETFs with the Best One-Year Returns

Energy and mining ETFs posted some of the best returns during the last year.

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SPONSORED CONTENT

The Future of Infrastructure

Here's why infrastructure is vital for reaching a sustainable future.

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WEALTHIES CIRCLE PODCAST

The Future of Advisor and Client Engagement Using Black Diamond

SS&C Advent's Steve Leivent describes the advisor problem the Black Diamond Wealth Platform is trying to solve.

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INDUSTRY

Wall Street Confronts Tough Transition in Return-to-Office Push

Citigroup Inc. workers in London were greeted by therapy puppies upon their return. JPMorgan Chase is offering virtual group therapy.

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Midyear Bond Outlook: A Stronger Economy Supports Lower Volatility

Between improving corporate credit and attractive entry points into the muni market, 2021 is shaping up to be a better year for fixed income demand than the last.

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Wealthies Circle Spotlight

Build Your Client Experience

Learn why the client experience matters and how to build one.

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