WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | In a settlement, FINRA said the firm mistakenly believed that third-party b/ds executing the trades were responsible for spotting potential market manipulation. FULL ARTICLE |
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| PHILANTHROPY | | | | Randy A. Fox | | Will you still be advising them? FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Transamerica | | Lifetime non-reducing income with annual step-up. Get an Edge. LEARN MORE |
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| REAL ESTATE | | | | Beth Mattson-Teig | | Overall volume has slowed and some entities have switched gears from buying properties to acquiring real estate platforms and operating companies. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Erin Lowry | | Adult children need to start having conversations now with aging parents about their finances. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by TIFIN | | Join the conversation on Jan. 25th as our presenters discuss the variety of commodity investment strategies and the potential value these strategies can bring to the modern investor. REGISTER NOW |
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