WealthManagement.com Daily Memo
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ALTERNATIVE INVESTMENTS | | | David Bodamer | Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. FULL ARTICLE |
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REGULATION AND COMPLIANCE | | Patrick Donachie | According to the settlement letter, third parties used the firm’s cash management brokerage account to withdraw funds from accounts they’d illegally accessed at other financial institutions. FULL ARTICLE |
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WEBINAR | | Sponsored by TIFIN AMP | Join industry leaders Kevin Flanagan from WisdomTree Asset Management, Douglas Gimple from Diamond Hill, and Scott Barnard from Westwood Holdings Group as they share their expertise and practical strategies for success in fixed income investing. REGISTER NOW |
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ALTERNATIVE INVESTMENTS | | Elaine Misonzhnik | iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies. FULL ARTICLE |
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REGULATION AND COMPLIANCE | | Rick Green | The notice from the regulator concerns Robinhood Crypto and its cryptocurrency listings, custody of cryptocurrencies and platform operations. FULL ARTICLE |
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