WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The commission accused Global Predictions and Delphia of “AI washing,” making misleading claims about how they each used artificial intelligence in managing investments. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The settlement follows a 2021 targeted exam looking into how firms work with social media influencers. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by TradePMR | | Insights from industry leaders on the dynamic technology landscape of wealth management. DOWNLOAD NOW |
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| WEALTH MANAGEMENT INVEST PODCAST | | | | David Bodamer | | Franklin Templeton's Tony Davidow shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity and real estate in diversified portfolios. LISTEN NOW |
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| ESTATE PLANNING | | | | Charles L. Ratner | | A slightly unorthodox approach for collaborative advisors. FULL ARTICLE |
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