WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | A federal judge denied the SEC's appeal for summary judgment, arguing the regulator has not shown CapWealth made any "material misstatement or omission." FULL ARTICLE |
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| CLIENT RELATIONS | | | | Mark Contey | | Technology can only go so far in supporting the continued consolidation of the financial services industry. 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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| ALTERNATIVE INVESTMENTS | | | | Charlie Wells and Misyrlena Egkolfopoulou | | From a $90,000-a-week Swiss clinic to inexpensive teletherapies, addiction specialists are offering treatments for compulsive crypto traders. FULL ARTICLE |
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| FIXED INCOME | | | | Jenny Paris | | The central bank now understands that to tame inflation it needs to get ahead of the markets, not simply guide them. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Vise | | This webinar on Thurs. April 28th will cover how to talk to clients about direct indexing vs. custom indexing, how customized portfolios create greater tax optimization for clients, and more. REGISTER NOW |
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