WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The settlements with Northwestern Mutual, Guggenheim and Oppenheimer & Co. mirror other allegations concerning retaining electronic communications. FULL ARTICLE |
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| WEALTHSTACK ROUNDUP | | | | Davis Janowski | | Also, business valuation tech provider Capitaliz hires a new executive and TIFIN acquires The Giving Place. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by Eaton Vance | | Join our webinar on February 20th, as experts from Morgan Stanley explore the thriving opportunities in floating-rate credit investments REGISTER NOW |
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| INSURANCE | | | | Charles L. Ratner | | A tweak to perspective, process or presentation could pay dividends. FULL ARTICLE |
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| EQUITIES | | | | Alex Tanzi | | They've invested their savings in stocks. FULL ARTICLE |
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