WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | After more than 40 years in business, another broker/dealer network updates its brand. The firm also hired Rob Engle as its new chief revenue officer. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Creative Planning announces its first acquisition since it agreed to buy Goldman Sachs' Personal Financial Management business. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Nitrogen | | Download this new report and discover what sets hyper-growth firms apart in the categories of technology, client engagement, and marketing. LEARN MORE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Justin Maher agreed to a 12-month suspension for not informing Northwestern Mutual of his involvement in co-founding a crypto asset eventually promoted by Kim Kardashian, Paul Pierce, Floyd Mayweather Jr. and other celebrities. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | Chris Hughes | | It’s commonplace now for investors to sell their stakes in buyout funds before the vehicle matures. But with better risk management, they shouldn’t need to. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Harness “digital” to improve the 6-steps of the client. DOWNLOAD NOW |
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