WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | The wirehouse claims that Zak Gardezy resigned from the firm and began soliciting former clients originally referred from Morgan Stanley’s E*Trade division. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | Advisors that custody with Altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well. FULL ARTICLE |
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| SPONSORED EBOOK | | | | Sponsored by Commonwealth Financial Network | | Best practices on driving growth, building relationships, retaining talent, and more. DOWNLOAD NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion about Empower's retirement income platform, the latest retirement megatrend, advisors warming to DC plans and more. WATCH NOW |
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| FIXED INCOME | | | | Larry Swedroe | | It could lead to lower equity returns for investors. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Altus Group | | Phoenix MSA, Riverside San-Bernardino MSA, Florida, Texas, and more. LEARN MORE |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | Stearns Financial Group’s Haleh Moddasser discusses the importance of understanding how women and men investors differ. LISTEN NOW |
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