WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | Bank-affiliated brokers and advisors can expect more scrutiny to ensure bank capital and managed assets are separated, according to bank watchers. But in the eyes of clients, that may make little difference. FULL ARTICLE |
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| HIGH NET WORTH | | | | David H. Lenok | | Many regional banks also have trust departments and/or associated trust companies. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Leverage new CRM technologies to increase organic growth. LEARN MORE |
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| TECHNOLOGY | | | | Diana Britton | | With the new tool, powered by Supernova, the firm's advisors will now have the ability to source loans for clients without losing touch with the assets. FULL ARTICLE |
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| FIXED INCOME | | | | Catarina Saraiva | | The Federal Open Market Committee voted unanimously to increase its target for the federal funds rate to a range of 4.75% to 5%, the highest since September 2007, when rates were at their peak on the eve of the financial crisis FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by SS&C Advent | | Join us for this insightful webinar on Mar. 28th as we discuss how to leverage technology to provide your clients with information on their various interests and more! REGISTER NOW |
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