WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | When working for Coastal Equities, Luke Johnson pushed clients to invest in illiquid alts, including a number of GPB Holdings private placements. FULL ARTICLE |
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| TECHNOLOGY | | | | Rob Burgess | | While scams like email impersonation and phishing are nothing new, generative AI has supercharged the risks by introducing new threats, including deepfakes and malicious chatbots. FULL ARTICLE |
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| EDGETV | | | | Sponsored by Oak Street Funding | | Advisory firm owners agree they should have a succession plan, but most don’t have one. Why? LEARN MORE |
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| WEALTH MANAGEMENT EDGE PODCAST | | | | Mark Bruno | Where will markets go from here and how should advisors be thinking about the increasing number of opportunities in fixed income?
Sponsored by iShares
LISTEN NOW |
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| ETFS | | | | Katie Greifeld | | Dimensional Fund Advisors wants to create ETFs as a share class of its mutual funds. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Orion | | Join this webinar on July 18th to discover the hidden forces that drive investor behavior and the unique strategies employed in custom indexing to optimize portfolio performance. REGISTER NOW |
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