WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultra-wealthy and aims to compete with the big private banks. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | New Mexico follows Pennsylvania, Kentucky and Mississippi in finalizing rules on annuity sales based on the National Association of Insurance Commissioners’ 2020 model rule. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Morningstar | | While retirement planning remains a foundational pillar of the financial advice industry, we’d broaden it out as making your money work for you. READ MORE |
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| TECHNOLOGY | | | | Samuel Steinberger | | During O'Brien's six-year tenure, eMoney grew to almost 100,000 users. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| SPONSORED CONTENT | | | | Sponsored by CAIS | | As we emerge from the pandemic, we do so in a higher volatility environment which we expect to be punctuated with more frequent and higher spikes in volatility. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Zephyr | | This webinar on March 17th will offer insights into defining investor experience, increasing referrals without asking for them, and building personal brand equity to define value. REGISTER NOW |
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