WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | German Nino pleaded guilty to wire fraud in Florida federal court for stealing more than $5 million from clients and spending it on "romantic partners," according to the DOJ. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | It’s going to take disruptors, not politicians and regulators, to develop creative solutions. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Atria Wealth Solutions | | Discover how financial professionals are taking their business to the next level using technology and analytics to streamline processes that allow them to exceed client expectations. READ MORE |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | The return of war to Europe reinforces the need for clients to have a backup plan in place to protect their families and their assets. LISTEN NOW |
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| INDUSTRY | | | | Annie Massa | | Customers placed 6.58 million daily average trades in the first quarter, a decline of 22% from the year-ago period. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Commonwealth Financial Network | | A lot of investors looking for yield are rushing into alternatives that look attractive in a rising rate environment in anticipation of the coming interest rates hikes – is this the right play? Watch as David Armstrong and Commonwealth Financial’s Peter Essele assess the strategy. WATCH NOW |
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| THE HEALTHY ADVISOR PODCAST | |
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| Healing From Physical and Mental Abuse of the Past | |
| Diana Britton | |
Arbor Digital Product Director Marc Nichols opens up about the sexual and mental abuse he endured as a child, and how therapy and a good support system helped him find healing.
Sponsored by United Planners Financial Services
FULL ARTICLE |
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| WMIQ RESEARCH | | | | Strategic Partner Thrivent Advisor Network | | This webinar on Tues. April 26th will offer the first live look at the key findings from the 2022 RIA Edge Study, which examined the growth rates of hundreds of RIA firms, as well as their expectations for the future. REGISTER NOW |
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