WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | The Superior Court in Fulton County, Ga. overturned a decision by FINRA after plaintiffs argued the firm’s counsel unfairly manipulated a list of arbitrators. FULL ARTICLE |
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INSIDE ETFS PODCAST | | Douglas Yones | Davie LaValle reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market. LISTEN NOW |
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SPONSORED CONTENT | | Sponsored by Morningstar | To achieve any meaningful progress toward financial goals, investors need to clear the inflation hurdle. READ MORE |
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EQUITIES | | Kuni Chen | Activision scored favorably across ESG factors, but even the best analyst couldn’t fully know what was happening behind the scenes at the gaming company, which faces allegations of gender discrimination and sexual harassment. FULL ARTICLE |
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CLIENT RELATIONS | | Mike Watson | Change is inevitable, and how you respond to it will determine your level of success going forward. FULL ARTICLE |
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SPONSORED WEBINAR | | Sponsored by Magnifi by TIFIN | Join our panel of experts on Tuesday, Feb. 8th for an interactive discussion about how financial advisors can help clients drive impact on climate change and DEI with their portfolios. REGISTER NOW |
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