WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The firms settled charges they failed to deliver the disclosure document to clients on time or with complete information. FULL ARTICLE |
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| THE HEALTHY ADVISOR PODCAST | | | | Diana Britton | | Advisor health coach Stevyn Guinnip shares her own struggles with physical health, as well as ways advisors can live better lives now and in the future. LISTEN NOW |
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| FASTCHAT VIDEO | | | | Sponsored by LPL Financial | | Watch as Kimberly Sanders, SVP, Business Development - LPL Strategic Wealth Services and Mike Ashworth, Advisor, Ashworth Financial Group, discuss going independent and how LPL Strategic Wealth Services fully integrated program is designed to help you with every step of the move to independence. WATCH NOW |
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| REAL ESTATE | | | | Patricia Kirk | | Indoor air filtration, private workspaces and assigned desks are the features that make offices truly attractive to workers. FULL ARTICLE |
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| PHILANTHROPY | | | | Ben Steverman and Sophie Alexander | | Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020. FULL ARTICLE |
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| SPONSORED SURVEY | | | | Can you help us with a brief survey, focused on retirement income planning? This survey should only take a few minutes of your time, and you'll be entered into a drawing to win one of four $100 Amazon gift cards! TAKE THE SURVEY |
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