WealthManagement.com Daily Memo
|
|
INDUSTRY | | | Patrick Donachie | Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line. It may just be the new cost of doing business in a rapidly maturing RIA industry, some legal observers say. FULL ARTICLE |
| |
| |
|
|
TECHNOLOGY | | Rob Burgess | One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award. FULL ARTICLE |
| |
| |
|
SPONSORED CONTENT | | Sponsored by Altus Group | Better inform your investment decisions by joining a quarterly analysis of the leading US open-end diversified core equity (ODCE) commercial real estate funds. LEARN MORE |
| |
| |
|
401KTV | | Fred Barstein | Open, honest and candid discussion on Fidelity's deal with insurers, the DOL fiduciary rule, academics' criticism of the DC system, Franklin Templeton's integration of Putnam and more. WATCH NOW |
| |
| |
|
ETFS | | Sidhartha Shukla | The 10 spot Bitcoin ETFs began trading on Jan. 11. FULL ARTICLE |
| |
| |
|
WEBINAR | | Sponsored by American Heart Association | Join us on February 7, to delve into the transformative changes brought by the SECURE 2.0 Act in retirement planning. REGISTER NOW |
| |
| |
|
|
| | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as EmailAddress To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 © 2023, Informa USA, Inc., All Rights Reserved. | | |
|
| - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|