WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | More than $6.6 billion in assets was transacted this week, while two new firms were launched, an investment bank opened and key positions were created and filled. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Classic Asset Management will pay more than $933,000 to settle charges with the commission. The settlement comes several months after the SEC’s Exam Division cited leveraged ETFs as a main area of focus. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Midland Advisory | | Addressing the retirement worries of clients and prospects. VIEW THE REPORT |
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| TECHNOLOGY | | | | Aaron Klein | | Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month. WATCH NOW |
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| REAL ESTATE | | | | Mary Diduch | | The path is paved for real estate debt funds to get into the mix with more opportunistic plays, including in the office sector. FULL ARTICLE |
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