WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | In a letter to the Labor Department, groups ranging from the Consumer Federation of America to the AFL-CIO urged the DOL to strengthen the fiduciary protections for retirement investors that went into effect in February 2021. FULL ARTICLE |
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| ADVISOR CHANNELS | | | | Diana Britton | | The deal continues WEG's expansion into California, representing the acquirer's sixth transaction in the state since June 2021, bringing its total client assets to $55.1 billion. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Sanctuary Wealth | | There’s a lot to consider about the future of the wealth management industry with so many advisors on the cusp of retirement—and with a limited population of up-and-coming advisors to fill their shoes. READ MORE |
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| THE HEALTHY ADVISOR PODCAST | | | | Diana Britton | | When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps. LISTEN NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Harbor Capital | | In this webinar on Thursday, March 24th, renowned behavioral economist Dan Ariely, Co-founder & Partner of Irrational Capital will discuss the link between human capital and equity value. REGISTER NOW |
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