WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investments to support an ambitious growth plan. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Sassi Mizrahi was sentenced to more than seven years in prison after being found guilty of five counts of wire fraud related to helping his brother defraud at least 40 investors, according to the Justice Department. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Nitrogen | | Proven strategies for financial advisors to skyrocket their business. LEARN MORE |
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| RIA NEWS | | | | Ali Hibbs | | The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning. FULL ARTICLE |
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| EQUITIES | | | | Katie Greifeld and Isabelle Lee | | Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Alternatives by Franklin Templeton | | Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow. DOWNLOAD NOW |
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