WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | Under the opt-in program, an advisor agrees to contribute a portion of their revenue, typically between 10-20%, in exchange for up-front cash and equity in Merchant-backed Private Advisor Group. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The commission argued Pennsylvania-based firm Ambassador Advisors breached its fiduciary duty by investing client funds in mutual fund share classes when more affordable options were available. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by CAIS | | Lower future returns environment, coupled with a diminishing diversification benefit from bonds in a rising rate environment, presents an opportunity for investors to reimagine the 60/40 portfolio. WATCH NOW |
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| MARKET'S MEASURE PODCAST | | | | Brad Zigler | | Russia's invasion of Ukraine has again sparked interest in gold as an inflation hedge and to attenuate overall risk. LISTEN NOW |
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| PEOPLE | | | | Sree Vidya Bhaktavatsalam and John Gittelsohn | | During his tenure at the top of Fidelity, from 1972 to 2014, assets jumped to more than $2.1 trillion from $3.9 billion, making it the second-biggest U.S. mutual fund company. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Parametric | | In this webinar update on Mar. 30th, we'll cover market drivers, adoption, and growth projection, what direct indexing solves for and key end client characteristics that make direct indexing a suitable solution. REGISTER NOW |
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