WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | Paul Ricky Mata, who held online seminars called "Finances God's Way," fleeced the elderly and churchgoers, according to the Justice Department. FULL ARTICLE |
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ESTATE PLANNING | | Susan R. Lipp | Lawsuit claims the work was confiscated by the Nazis. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Bill.com | This eBook details ways you can standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients, and address the changing cybersecurity landscape. DOWNLOAD NOW |
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RIA EDGE PODCAST | | Mark Bruno | Wipfli Financial Advisors CEO Jeff Pierce details how his firm is using M&A to acquire both clients and talent that will drive future growth. Sponsored by Schwab Advisor Services
LISTEN NOW |
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FIXED INCOME | | Matthew Boesler | The new omicron strain of the coronavirus poses an ongoing challenge to the economic recovery, according to the Fed. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Charles Schwab Asset Management | ETFs can provide straightforward access to broad asset-class exposure for the building the foundation of a diversified portfolio. Keep up to speed on the ETF market with insights, resources and more. LEARN MORE |
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SPONSORED WEBINAR | | Sponsored by Adhesion Wealth | Join us for this webinar on Thursday, Dec. 16th as we cover how advisors are using direct indexing to fuel growth, and how direct indexing can decrease product costs while helping to increase after-tax value for clients. REGISTER NOW |
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