WealthManagement.com Daily Memo
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| | Patrick Donachie | Nine former advisors are suing United Capital over its attempts to move arbitration proceedings from FINRA to another venue, accusing the firm of “pure gamesmanship” and “forum shopping.” FULL ARTICLE |
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Industry | | Diana Britton | The Investments & Wealth Institute has updated its CIMA certification curriculum and exam for the first time since 2019. FULL ARTICLE |
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WMTV ON LOCATION | | Sponsored by Advyzon | Discover how outsourcing investment management can revolutionize your advisory practice. WATCH NOW |
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RIA News | | Ali Hibbs | With more than 25 years of experience developing advisory platforms, Del Col leaves Goldman Sachs to enhance services at the emerging industry player. FULL ARTICLE |
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RIA News | | Diana Britton | Cetera Investment Advisers will become the primary RIA for “legacy Cetera communities.” FULL ARTICLE |
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