WealthManagement.com Daily Memo
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ETFS | | | Diana Britton | The SEC claims VanEck failed to disclose the involvement of a social media influencer in promoting the BUZZ ETF. FULL ARTICLE |
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RIA NEWS | | Ali Hibbs | David Eisenhauer and his team managed $450 million in assets for around 150 clients on the broker/dealer platform. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Commonwealth Financial Network | Best practices on driving growth, building relationships, retaining talent, and more. DOWNLOAD NOW |
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REGULATION AND COMPLIANCE | | Diana Britton | TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator. FULL ARTICLE |
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WEALTHSTACK ROUNDUP | | Davis Janowski | Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. FULL ARTICLE |
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WEBINAR | | Sponsored by YieldMax ETFs | Join us March 13, to seek income with a single-ticker ETF covered call strategy, maximizing yields from stock volatility. REGISTER NOW |
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