WealthManagment.com Daily Memo
|
|
| TECHNOLOGY | | | | | | Diana Britton | | Tyrone Ross Jr. unveiled his new wealthtech venture, Turnqey Labs, an API suite for cryptocurrency asset data, and 401 Financial, an RIA that will serve as an incubator for the startup, according to published reports. FULL ARTICLE |
| |
| |
|
|
| RIA NEWS | | | | Ali Hibbs | | After nearly 20 years with Schwab, Natalie Straub is now dedicating herself to Coldstream’s “ambitious” growth initiatives and scaling efforts. FULL ARTICLE |
| |
| |
|
| SPONSORED CONTENT | | | | Sponsored by Atria Wealth Solutions | | The expert articles in this eBook detail how financial professionals are looking to technology and analytics to streamline processes and exceed client expectations. READ MORE |
| |
| |
|
| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | More than half of U.S. states now have passed a best interest rule for annuity sales based on an NAIC model. FULL ARTICLE |
| |
| |
|
| FIXED INCOME | | | | Craig Torres | | The interest rate hike to 1.5% to 1.75% is the biggest increase since 1994. FULL ARTICLE |
| |
| |
|
| SPONSORED WEBINAR | | | | Sponsored by Addepar | | In the webinar on Thurs. June 23rd, you'll hear from Matthew Kenaston, Partner at Blue Oak Capital, who will explain how the RIA continues to innovate and build their firm’s foundational vision without adding headcount. REGISTER NOW |
| |
| |
|
|
| | |
| EDGETV | |
| | |
| Ric Edelman on The Truth About Crypto | |
| WealthManagement.com Staff | |
| Ric Edelman deep dives into the world of digital assets, how advisors should talk to their clients about these assets and what the future holds for crypto. WATCH NOW |
| |
| |
|
|
|
|
| | |
| You are subscribed to this newsletter as [email protected]
Questions or problems? Contact Customer Service
WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2022, Informa USA, Inc., All Rights Reserved . Privacy Policy | |
| | |
|
|
