WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Atlanta-based Christopher Burns went missing in September 2020 while being investigated by the SEC for allegedly defrauding dozens of clients, and he remains on the run. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | A Mississippi woman claimed Morgan Stanley erred when accepting her removal as a beneficiary to her dementia-striken, de facto mother's estate—as well as ignoring her challenges as they distributed the deceased woman's funds. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Vanguard Charitable | | Make the most of available charitable tax deductions. DOWNLOAD NOW |
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| ETFS | | | | Aniket Ullal, CFRA Research | | These funds lost the most money over the last 30 days. FULL ARTICLE |
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| MARKETING | | | | Mike Schaffman | | Think about diversification. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by CapIntel | | This webinar on May 16th will cut through the noise and break down how to properly leverage ESG and climate data so you can better connect with your client. REGISTER NOW |
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