WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Rob Burgess | | Bank of America’s wealth unit posted record profits, financial planning revenue and bank loans, even as the markets tumble. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The commission charged the estate of Stephen Romney Swensen, arguing it continues to benefit from an alleged Ponzi scheme that stole from more than 50 investors and raised over $29 million before Swensen's death in June. FULL ARTICLE |
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| SPONSORED GALLERY | | | | Sponsored by WealthMark™ | | To provide wealth management firms with the reliable, insightful and useful insights needed to attract and retain high-net-worth clients, Schmidt Market Research created WealthMark™. LEARN MORE |
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| PHILANTHROPY | | | | Sandra G. Swirski | | Executives and senior managers at charities may need to disclose their personal information. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Suzanne Woolley | | Changes are necessary in coming years, but likely won’t make anyone happy. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by RetireOne | | Contingent Deferred Annuity protects client spending in retirement. DOWNLOAD NOW |
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| SPONSORED WEBINAR | | | | Sponsored by iShares by BlackRock | | Don’t miss this important webinar on November 2nd as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strength their portfolios. REGISTER NOW |
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