WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The commission’s Standards of Conduct Implementation Committee urged advisors and firms to be concise when writing their relationship summaries and to avoid unnecessary legal jargon. FULL ARTICLE |
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| ETFS | | | | Diana Britton | | In this week’s fund news, DFA, Vanguard and Schwab cut fees; the anti-ARK ETF is one of the most actively traded ETFs launched so far this year; Schwab RIAs get T. Rowe funds with no transaction fees; and RiverNorth takes stake in TrueMark to develop ETFs. FULL ARTICLE |
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| RIA EDGE | | | These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies—and are ultimately reinventing the delivery of financial advice.
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | David Lenok and Megan Gorman discuss the missed opportunities for Philip Seymour Hoffman and his advisors. LISTEN NOW |
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| HIGH NET WORTH | | | | Laura Davison | | “Planning has been put on hold, because no one knows what the rules of the game are.” FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by NexJ Systems | | Improve advisor experience with wealth management CRM. DOWNLOAD NOW |
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| FASTCHAT VIDEO | | | | Sponsored by Parnassus Investments | | Discover the Parnassus Endeavor Fund, a concentrated portfolio of large capitalization US value stocks. WATCH NOW |
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