Wealth Management Morning Memo

JANUARY 12, 2022

PEOPLE

IRS Counts Down the Top 10 Financial Crime Cases of 2021

WealthManagement.com Staff

Offenses include tax evasion, Ponzi schemes, COVID fraud, cyber crimes and more.

TECHNOLOGY

RiverFront, Baird Invest in Direct Indexing Platform

Diana Britton

RiverFront and Baird have bought a minority stake in GAMMA Investing, a woman-owned direct indexing platform.

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RETIREMENT PLANNING

Still Waiting for DOL’s Lifetime Income Final

Ed McCarthy

Despite a possible delay, plans need to work with the existing timing guidelines.

ETFS

The December ESG Quick 5

Gabe Rissman

Gabe Rissman, President of YourStake, provides his take on the top ESG news items and research findings from 2021 that advisors need to know, with a look ahead to 2022.