WealthManagment.com Daily Memo
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| | Ali Hibbs | A new WMIQ study on retirement planning, conducted in collaboration with annuity provider Midland Advisory, found more than 3/4 of potential clients feel it’s important for advisors to be fiduciaries and nearly 2/3 prioritize retirement expertise. FULL ARTICLE |
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Industry | | Lazetta Rainey Braxton | Be careful of suffocating the freedom of your employees to be themselves and bring their full selves to work. FULL ARTICLE |
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SPONSORED EBOOK | | Sponsored by Laserfiche | Advisors had to adapt virtually overnight to remote work during COVID-19. Now they have a once-in-a-life opportunity to capitalize on the technology transformation they befitted from. DOWNLOAD NOW |
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Regulatory | | Emily Graffeo (Bloomberg) | A Securities and Exchange Commission proposal to overhaul how mutual-fund shares are priced has provoked fierce opposition. FULL ARTICLE |
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WMIQ EXCLUSIVE RESEARCH | | In partnership with Midland Advisory | Addressing the retirement worries of clients and prospects. VIEW THE REPORT |
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Podcasts | | Mindy Diamond and Louis Diamond | A conversation with Michael Nathanson, CEO and Chair, The Colony Group. FULL ARTICLE |
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