WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Former broker Megurditch Patatian allegedly recommended 81 purchases totaling more than $7.8 million of the high-risk product over the course of several years, according to regulators. FULL ARTICLE |
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| TECHNOLOGY | | | | Rob Burgess | | His addition is meant to help the company grow in an increasingly crowded and competitive space. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Hightower Advisors | | This WMIQ study of 300+ high net worth investors examines why they choose advisors, why they don’t choose advisors – and what you can do to attract more of them to your advisory practice. DOWNLOAD NOW |
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| ESTATE PLANNING | | | | Tracy L. McLaughlin and Angelica F. Russell-Johnson | | A helpful and powerful tool for charitably inclined clients with complex assets. FULL ARTICLE |
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| HIGH NET WORTH | | | | Ryan Teague Beckwith | | GOP contenders outline policies on Social Security, tax cuts, China, banking and energy. FULL ARTICLE |
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