WealthManagment.com Daily Memo
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| ADVISOR CHANNELS | | | | | | Diana Britton | | The RIA hopes both to free up senior advisors to work on more complex tasks and offer opportunities for talent new to the industry. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Creative Planning extends Georgia presence with fourth acquisition of 2022. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Explore critical strategies investment advisors can undertake to increase the likelihood of retaining assets when clients leave their wealth to heirs. DOWNLOAD NOW |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Patrick Churchville previously pleaded guilty and was sentenced to seven years in prison for his role in the scheme that resulted in more than $27 million in losses to private funds his firm controlled, according to the SEC. FULL ARTICLE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | Overall, 24 new ETFs came to the market in the past month, a slight slowdown in volume compared to previous months. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Addepar | | In the webinar on Thurs. June 23rd, you'll hear from Matthew Kenaston, Partner at Blue Oak Capital, who will explain how the RIA continues to innovate and build their firm’s foundational vision without adding headcount. REGISTER NOW |
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