WealthManagment.com Daily Memo
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TECHNOLOGY | | | Patrick Donachie | Panelists spoke about advanced analytics’ impact on the industry during FINRA’s annual conference, while SEC Chair Gary Gensler said he’d asked commission staff to consider recommendations on rules for predictive data analytics conflicts. FULL ARTICLE |
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RIA NEWS | | Ali Hibbs | Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Commonwealth Financial Network | Identifying inflection points in your business. LEARN MORE |
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TECHNOLOGY | | Rob Burgess | The tool includes the option to run plans through real-life historical scenarios including the Great Depression, the post-war period, 1970s stagflation, the dot-com bubble and the 2008 financial crisis. 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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RESOURCE CENTER | | Sponsored by United Planners Financial Services | The move to the independent broker/dealer channel has been a popular choice for many advisors seeking expanded product offerings and more freedom. But not all independent broker/dealers are the same. With a little research, advisors will find that independence can mean different things with each firm. LEARN MORE |
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