WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

APRIL 23, 2024

REGULATION AND COMPLIANCE

DOL Releases Final Fiduciary Rule

The rule, which takes effect in September, “protects the retirement investors from improper investment recommendations and harmful conflicts of interest,” according to Acting Labor Secretary Julie Su.

FULL ARTICLE

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ALTERNATIVE INVESTMENTS

Hedge Funds Post Strong Performance in Q1

The asset class continues to gain momentum, marking the sixth consecutive quarter of growth.

FULL ARTICLE

FASTCHAT VIDEO

Creating a Powerhouse Culture

From defining mission to fostering transparency and celebrating success, Sheila Cuffari-Agasi shares how to create a workplace where teamwork thrives and clients rave.  

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TECHNOLOGY

Mike Fanning Comes Out Of Quasi-Retirement To Lead Advisor360°

Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year.

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RIA EDGE PODCAST

Brandon Kawal on 'Life After the Gold Rush' in the 2024 Deal Room Report

Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race.

Sponsored by Schwab Advisor Services

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