WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The SEC Chair told the House Appropriations Committee he would use the additional funds to keep pace with growing number of RIAs, scrutinize broker/dealers' Reg BI compliance, and get back to in-person examinations. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Mariner Wealth Advisors continues 2022 growth trajectory with second Detroit-area acquisition and new senior VP Jennifer Hanau. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by CAIS | | Communication skills and curiosity were key attributes that Dana D’Auria took with her when she left journalism for a career in investments. Now Co-CIO of Envestnet, Dana shares her market insights in this latest CXO podcast. WATCH NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| ALTERNATIVE INVESTMENTS | | | | Jared Dillian | | In previous bear markets, people wondered if digital currencies would rebound. Now, they wonder if even the blockchain will survive. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Orion Portfolio Solutions | | The benefit of attracting and serving HNW investors is clear. What isn’t simple is finding a strategy to attract and serve them more easily. Download this free guide to attract, serve, and retain HNW investors. DOWNLOAD NOW |
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| MICHAEL KITCES' #FASUCCESS PODCAST | |
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| Beth Jones' Method to Deepen Client Relationships | |
| Michael Kitces | |
| The co-founder of Third Eye Associates discusses the firm's financial planning process, including creating a personal vision statement to help clients truly understand what they need to do to align their money with their values. LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Advisor Group | | In this webinar on Thurs. May 19, you'll learn how to alleviate clients' worry about market turbulence and the risks associated with retirement income distribution. REGISTER NOW |
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