WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The state became the latest to finalize regulation or legislation based on the standard set by the National Association of Insurance Commissioners to align annuity rules with Reg BI. FULL ARTICLE |
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| REAL ESTATE | | | | WMRE Staff | | In spite of recent market volatility, the firm concluded asset managers’ activity in the U.S. real estate market remained stable. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Wealthtech survey shows a strong year for tech investments. LEARN MORE |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | Revisor Group founder and President Landon Jones and CIO Ethan Dunbar provide their investment outlook for the second half of 2023. LISTEN NOW |
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| RIA NEWS | | | | Amanda Albright | | Veritable has 200 clients with average assets of more than $75 million each. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by TIFIN | | Join us on Mon. July 31st to discuss the dynamic relationship between emerging markets and commodities in today's financial landscape, the opportunities and challenges presented by this intersection and, the strategies for capitalizing on these trends from the perspective of category experts. REGISTER NOW |
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