WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Samuel Steinberger | | The famously anti-human advice mantra is being purchased by UBS for $1.4 billion. FULL ARTICLE |
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Confidently Prepare for Your Financial Future |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The Massachusetts Secretary of the Commonwealth said the alleged actions by Vanguard and others left smaller investors vulnerable to increased risk and larger tax liabilities. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Zephyr | | Moats are static and history is filled with stories of well-fortified castles that fell to conquerors who simply redesigned their tactics and enhanced their weaponry. LEARN MORE |
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| RPA EDGE | | | | Mark Bruno | | Informa and WealthManagement.com’s partnership with The Retirement Advisor University aims to educate and empower retirement plan advisors, plan participants. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Broadridge | | Join this webinar on Feb. 22nd to learn what you need to know about the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02 and how you can comply. REGISTER NOW |
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