WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Perry Santillo and co-conspirators defrauded approximately 1,000 investors out of more than $100 million, according to the Justice Department. FULL ARTICLE |
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| TECHNOLOGY | | | | Samuel Steinberger | | AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Morningstar | | Combining portfolios can be a wonderful way to enhance client outcomes, yet the "more is more" approach also introduces a few challenges. LEARN MORE |
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| MICHAEL KITCES' #FASUCCESS PODCAST | | | | Michael Kitces | | The founder of Crazy Good Talks describes why it's important for advisors to make a deep emotional connection with clients. LISTEN |
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| EQUITIES | | | | Thyagaraju Adinarayan | | The ongoing rout in tech stocks -- a no-brainer pick for more than a decade -- looks to be more than a short-term pullback. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Alerian | | Learn how the energy infrastructure space has evolved in recent years—and why income investors should be reconsidering the space in a low yield environment. WATCH NOW |
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