WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Charles Richard Burgess will go to prison for more than six years for fleecing investors of more than $4 million, while pretending to be a registered investment advisor. FULL ARTICLE |
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| BUSINESS PLANNING | | | | Penny Phillips | | Take these "advisor must-dos" with a grain of salt. WATCH NOW |
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| ESTATE PLANNING | | | | Anna Sulkin | | A judge's role is not writing the laws but applying them as written to the facts. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Suzanne Woolley | | Spending bill signed by President Biden includes expanded access to retirement plans, new rules for 529 accounts and student loan payment matching. FULL ARTICLE |
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