WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | Seattle is the latest metro area where the brokerage has opened a multi-advisor office; but the firm expects to take its teaming model to small, rural locations—Edward Jones’ bread and butter—too, says Managing Partner Penny Pennington. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The firm recommended investments in share class options for clients in its wrap account programs when more affordable options were available, according to the commission. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Explore the latest approaches for deploying RegTech solutions and how technology can lessen the burden associated with compliance. DOWNLOAD NOW |
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| RIA NEWS | | | | Ali Hibbs | | MAI Capital Management rounds out its sports and entertainment arm with the addition of Intersect Wealth in San Ramon, Calif. FULL ARTICLE |
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| HIGH NET WORTH | | | | Hannah Elliott | | Conflicting forces are at play. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Box | | Join us on July 27th to learn about trends in the industry, security & compliance considerations, and how content is central to the future of wealth management. REGISTER NOW |
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