WealthManagement.com Daily Memo
|
|
| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The “Investor Choice Act” would prohibit b/ds and advisors from mandating client arbitration. Additionally, PIABA and other investor advocates are pressuring the SEC to ban the practice. FULL ARTICLE |
| |
| |
|
|
| INDUSTRY | | | | Diana Britton | | The Equity Design Group team cited consolidation at Osaic as one of the reasons for jumping to LPL. FULL ARTICLE |
| |
| |
|
| WEBINAR | | | | Sponsored by Eaton Vance | | Join our webinar on February 20th, as experts from Morgan Stanley explore the thriving opportunities in floating-rate credit investments REGISTER NOW |
|
| |
|
| ETFS | | | | Aniket Ullal, CFRA Research | | The 11 new spot bitcoin ETFs were among the more than 50 new ETFs that debuted in January. FULL ARTICLE |
| |
| |
|
| MUST READS | | | | WealthManagement.com Staff | | Morningstar profiled the 15 funds that have destroyed the most wealth over the past 10 years. Investors who lost money on a deal are trying to shut down a real estate crowdfunding site. These are among the investment must reads we found this week for wealth advisors. FULL ARTICLE |
| |
| |
|
|
| | | | Did someone forward you this newsletter? Sign up here to receive it direct. You are subscribed to this newsletter as EmailAddress To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts. Questions or problems? Contact Customer Service WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved. | | | |
|
|
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
|
