WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | The collaboration to build a private markets digital assistant gets funding from venture capital firm FINTOP Capital. FULL ARTICLE |
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| WMTV ON LOCATION | | | | Sponsored by Fidelity Investments | | Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments. WATCH NOW |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | A final rule meant to “standardize” climate-related disclosures for issuers could also come in the spring, according to the White House Office of Management and Budget. FULL ARTICLE |
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| WEALTH MANAGEMENT EDGE PODCAST | | | | Nabia Jenkins-Johnston | Ernst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry.
Sponsored by iShares
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Build strong relationships through exceptional service. DOWNLOAD NOW |
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