WealthManagment.com Daily Memo
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INDUSTRY | | | Ali Hibbs | Advisors who said they don't have enough time with their clients spend an average 41% more time every month than peers on compliance, administrative and other “non-value-added” tasks, according to a new J.D. Power survey. FULL ARTICLE |
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INDUSTRY | | Diana Britton | The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by LODAS Markets | Trade in the LODAS Marketplace. Simple, fast, affordable. LEARN MORE |
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ESTATE PLANNING | | David A. Handler and Alison E. Lothes | The IRS found the organization spent much time devoted to social and networking activities. FULL ARTICLE |
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ETFS | | Vildana Hajric and Katie Greifeld | The new documents indicate that Coinbase will provide market surveillance in support of the proposed ETF. FULL ARTICLE |
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WMIQ EXCLUSIVE RESEARCH | | In partnership with Advisor Group | Don’t have a succession plan? This report validates their importance for financial security and client continuity, and offers solutions and practical suggestions for developing one. DOWNLOAD NOW |
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SPONSORED WEBINAR SERIES | | In partnership with USCF, Teucrium, CNIC Funds, Caliber, Forum and AcreTrader | This webinar series will present the highlights of the research, discuss what advisors are looking for, and where they and their clients are headed with alternative investments. REGISTER NOW |
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