WealthManagment.com Daily Memo
|
|
| REGULATION AND COMPLIANCE | | | | | | Tom Schoenberg | | About 15 million clients’ details were compromised over a five-year period starting 2015. FULL ARTICLE |
| |
| |
|
|
| RIA NEWS | | | | WealthManagement.com Staff | | The Pittsburgh office will become Mariner’s 77th US location, and its seventh acquisition so far this year. FULL ARTICLE |
| |
| |
|
| RESOURCE CENTER | | | | Sponsored by Nasdaq | | Learn how to create systematic approaches to NDX as well as choose the best options relative to an individual's outlook. READ MORE |
| |
| |
|
|
| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | In a newly released risk alert, the commission’s Division of Examinations highlighted potential areas of focus for the rule, which has a Nov. 4 compliance date. FULL ARTICLE |
| |
| |
|
| REAL ESTATE | | | | Patricia Kirk | | Recent U.S. acquisitions by Amancio Ortega’s Pontegadea are representative of a broader shift in family office investment preferences. FULL ARTICLE |
| |
| |
|
|
| | |
| You are subscribed to this newsletter as newsletter@newslettercollector.com
Questions or problems? Contact Customer Service
WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2022, Informa USA, Inc., All Rights Reserved . Privacy Policy | |
| | |
|
|
