WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Inspire Advisors has joined a lawsuit arguing the major retailer’s Pride Campaign resulted in consumer backlash that negatively impacted its stock price. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021. FULL ARTICLE |
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| WMTV ON LOCATION | | | | Sponsored by Fidelity Investments | | Insights from Nidhi Gupta, portfolio manager at Fidelity Investments on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth. WATCH NOW |
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| TECHNOLOGY | | | | Gillian Tan and Matthew Monks | | Envestnet paid about $590 million for Yodlee in 2015. FULL ARTICLE |
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| WEALTH MANAGEMENT EDGE PODCAST | | | | Nabia Jenkins-Johnston | Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.
Sponsored by iShares
LISTEN NOW |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with BILL, SS&C Black Diamond and Sage Intacct | | How technology is driving the growth of wealth management firms. DOWNLOAD NOW |
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