WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | Shawn Everett Good faces up to 30 years in prison after pleading to charges of wire fraud and money laundering, according to the Department of Justice. FULL ARTICLE |
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RIA NEWS | | Ali Hibbs | Boston-area Beaumont Financial is set to become the fourth new Focus Financial partner in 2022. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Orion Advisor Tech | Stay one step ahead of the robots with Direct Indexing. DOWNLOAD NOW |
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PHILANTHROPY | | Randy A. Fox | Take advantage of the pre-holiday run-up to focus on charitable giving. FULL ARTICLE |
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TECHNOLOGY | | Sridhar Natarajan and Hannah Levitt | For weeks, federal regulators have been been peppering Goldman management with questions and follow-ups regarding its online-banking platform aimed at retail customers. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Hearsay Social | Your guide to compliant and scalable texting. LEARN MORE |
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SPONSORED SURVEY | | Sponsored by FMG Suite | Can you help us with our quick survey, focused on marketing trends? This survey will take a few minutes to complete and as a token of our appreciation, each person to complete the survey will be entered for the chance to win a YETI Tundra 75 Cooler (valued at $450)! TAKE THE SURVEY |
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