WealthManagment.com Daily Memo
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INDUSTRY | | | Diana Britton | Choir hopes to set the standard for conference diversity, with the goal of raising the visibility of women, non-binary people and people of color on stage at industry events. FULL ARTICLE |
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TECHNOLOGY | | Samuel Steinberger | While some advisors are excited at the growing availability of texting support, not all are on board. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Parametric | Environmental impact is driving client interest and firm screening for SRIs DOWNLOAD THE REPORT |
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REGULATION AND COMPLIANCE | | Patrick Donachie | RIA Lawyers, founded by Max Schatzow, Cary Kvitka and Ryan Walter, will work with advisory firms with assets under management between $100 million and $10 billion. FULL ARTICLE |
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RIA EDGE PODCAST | | Mark Bruno | Merit Financial Advisors President Kay Lynn Mayhue provides a look under the hood at the firm's recent acquisitions and rapid growth. LISTEN NOW |
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SPONSORED CONTENT | | Sponsored by NexJ Systems | Improve advisor experience with wealth management CRM. DOWNLOAD NOW |
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