WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The Justice Department accused Raymond Erker of defrauding some 50 investors, including a former judge who wore a wire to help the police investigation, according to news reports. FULL ARTICLE |
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| TECHNOLOGY | | | | Samuel Steinberger | | The multi-custodial oversight tool is intended to provide easier analysis of outside assets, as Pershing X seeks to bridge BNY Mellon's silos. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | Discover the custodian-comparison tool, designed to ensure you’re finding the right custodian for your RIA. LEARN MORE |
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| HIGH NET WORTH | | | | Andrea Longton | | I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end. FULL ARTICLE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | A total of 42 new ETFs came to the market last month. Here's a look at the new funds. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Zephyr | | This webinar on March 17th will offer insights into defining investor experience, increasing referrals without asking for them, and building personal brand equity to define value. REGISTER NOW |
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