WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | Dynasty’s former COO will join as president of Advisor Group RIA Solutions after leaving the firm he co-founded in 2010. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | The deal may be the largest acquisition of a CPA firm by an RIA, and brings 600 new employees and $2.5 billion in client assets to Creative Planning. It will be the foundation for a business-focused service division within the firm. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by MassMutual | | Today's retirement challenge: accumulation, decumulation and protection. DOWNLOAD NOW |
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| BUSINESS PLANNING | | | | Penny Phillips | | Set expectations, understand it takes time and be prepared for anything. WATCH NOW |
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| REGULATION AND COMPLIANCE | | | | Austin Weinstein, Lydia Beyoud and Allyson Versprille | | The SEC filed 13 charges against the cryptocurrency exchange and its CEO, claiming they flouted investor protection rules by operating unregistered exchanges, misrepresenting trading controls and selling unregistered securities, among other violations. FULL ARTICLE |
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