WealthManagement.com Daily Memo
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| PHILANTHROPY | | | | | | Jennifer B. Goode | | They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes. FULL ARTICLE |
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| PEOPLE | | | | Patrick Donachie | | McHale succeeds Mark Seffinger, who is leaving the firm; he'll report to Executive Vice President and Chief Risk Officer Brent Simonich. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Cambridge Investment Research | | Learn what every advisor needs to understand in this tell-all from an industry executive who’s seen her fair share of transitions. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion about fund lawsuits, DC plan trends, 403(b) use of PEPs. WATCH NOW |
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| REGULATION AND COMPLIANCE | | | | Greg Stohr | | In a session that lasted more than two hours, the justices suggested that people accused of fraud by the SEC have a constitutional right to go before a federal court jury, at least when the commission is seeking civil penalties. FULL ARTICLE |
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| WMTV ON LOCATION | | | | Sponsored by Oaktree Capital Management | | Matt Stewart, Chief Operating Officer, Oaktree Strategic Credit Fund at Oaktree Capital Management discusses credit markets. WATCH NOW |
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