WealthManagment.com Daily Memo
|
|
| REAL ESTATE | | | | | | David Bodamer | | Healthcare and residential REITs led the way with gains over 4% in April. Some other segments were down 2% during the month. FULL ARTICLE |
| |
| |
|
|
| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | FINRA settled the charges with the firm and Donnie Ingram, claiming that Centaurus failed to properly supervise the recommendations Ingram was making to clients. FULL ARTICLE |
| |
| |
|
| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Nasdaq | | Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions. LEARN MORE |
| |
| |
|
| RPA EDGE | | | | Fred Barstein | | Lessons learned from recent defined contribution plan litigation. FULL ARTICLE |
| |
| |
|
| MUTUAL FUNDS | | | | Nir Kaissar | | ChatGPT isn’t going to be a stock-picking genius. FULL ARTICLE |
| |
| |
|
| SPONSORED CONTENT | | | | Sponsored by Morgan Stanley Investment Management | | The capital markets team supports clients in understanding and executing ETF trades. LEARN MORE |
| |
| |
|
|
|
|
| SPONSORED WEBINAR | | | | Sponsored by Amundi US | | Join on May 11th for a comprehensive assessment of how to assist clients when investing in international, global equities and finding potential solutions despite these new challenges and realities. 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. | | | |
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
