WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Nasdaq | | Discover how wealth managers are tackling uncertainty, client concerns, and market risks to secure a prosperous future. DOWNLOAD NOW |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | SoFi Securities, SogoTrade, M1 Finance and Open to the Public Investing will pay more than $1 million in restitution after clients were promised fees from lending securities they allegedly never received. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion about retirement income, PEPs, investing options, job dissatisfaction and the word of the year. WATCH NOW |
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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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| WEBINAR | | | | Sponsored by Addepar | | Join us December 14 with Bryn Talkington and Rob Sheahan to explore RIA growth strategies in 2024. Covering tech trends, client expectations, and scaling tactics. REGISTER NOW |
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