WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla. FULL ARTICLE |
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| CLIENT RELATIONS | | | | Paul Merchan | | Six tips to ensure your approach elicits smiles instead of frowns. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | Muyao Shen | | Known as BTC DRs, the offering will give institutions access to Bitcoin securities through US regulated market infrastructure and cleared through the Depository Trust Co. FULL ARTICLE |
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