WealthManagement.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | The Institute will again take the Labor Department to court if it does not withdraw or “substantially improve” the rule governing advisors to retirement accounts, according to CEO Dale Brown. FULL ARTICLE |
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HIGH NET WORTH | | WealthManagement.com Staff | It's focusing on recruiting those with specialized tax expertise. FULL ARTICLE |
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WEBINAR | | Sponsored by St. Jude Children's Research Hospital | Join us tomorrow, to delve into the latest in estate planning, focusing on legislative updates and innovative strategies. REGISTER NOW |
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TECHNOLOGY | | Rob Burgess | The fintech startup leader spoke about operating 55ip before and after being acquired by J.P. Morgan Asset Management, the company’s burgeoning relationship with Raymond James Financial, using machine learning, monitoring changes in tax law and more. FULL ARTICLE |
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MUST READS | | WealthManagement.com Staff | The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors, reports FundFire. These are among the investment must reads we found this week for wealth advisors. FULL ARTICLE |
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