WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The commission's FAQ from March 30 said firms should avoid "embellishing factual statements," but the Institute for the Fiduciary Standard argues it leaves advisors unable to accurately describe themselves as fiduciaries. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | Two of the well known financial advisor judges pledged investments for the AI driven startup. FULL ARTICLE |
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| WMIQ RESEARCH | | | | Strategic Partner Thrivent Advisor Network | | The growth and influence of the RIA channel in recent years has transformed the wealth management industry. The inaugural RIA Edge study reveals important insights into the current state of the RIA industry and strategies for achieving intentional growth. DOWNLOAD NOW |
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| RPA EDGE | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| ETFS | | | | Aniket Ullal, CFRA Research | | The last half-decade was not good to these funds. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Wells Fargo Advisors | | Watch as James Schneider and Tom Harsanyi at Wells Fargo discusses choices to consider when transitioning your business. WATCH NOW |
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| THE HEALTHY ADVISOR PODCAST | |
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| Healing From Physical and Mental Abuse of the Past | |
| Diana Britton | |
Arbor Digital Product Director Marc Nichols opens up about the sexual and mental abuse he endured as a child, and how therapy and a good support system helped him find healing.
Sponsored by United Planners Financial Services
LISTEN NOW |
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| MINDY DIAMOND ON INDEPENDENCE | |
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| A Next Gen Shares his Playbook for 2x+ Growth | |
| Mindy Diamond and Louis Diamond | |
| Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today. LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Schafer Cullen Capital Management | | During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach. REGISTER NOW |
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