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John B. Williams III is a partner in the Washington office of Buckley LLP. He provides enforcement and litigation counsel to financial services companies and individuals navigating internal investigations, government investigations, and complex civil litigation, with a particular emphasis on consumer finance matters and complex electronic discovery. He is focused on the compliance issues surrounding government-insured mortgages and other credit products.

Michael A. Rome is a partner in the Los Angeles office of Buckley LLP. He represents corporate and individual clients in a variety of litigation and government enforcement matters. His work includes complex commercial disputes related to mortgage-backed securities, indemnity disputes, and consumer class actions alleging unfair and deceptive trade practices.

Amanda R. Lawrence is a partner in the Washington office of Buckley LLP. She specializes in cybersecurity, privacy, information security and vendor risks. She also counsels clients on compliance with privacy and data-security laws and standards, as well as represents financial services clients in mortgage loan repurchase and indemnification claims related to residential mortgage-backed securities and consumer cases.

Corey Metzman, co-founder and chief operating officer at Medicare advisory company Chapter, explains the basics of Medicare.

Here's the news you might have missed over the last week in wealth management.

President Biden's executive order on cryptocurrency assets and a central bank digital currency marks the beginning of the administration's efforts to integrate crypto technology into the financial regulatory apparatus. That process has important implications for banks in the near term and down the road.

Greg Girasole and Alex Kriete, who the bank brought in last year to oversee a new digital-assets group within its wealth management division, are striking out on their own.

Worden Capital’s barred CEO allegedly had an “oral agreement” with a private placement issuer that he didn’t disclose to the firm’s brokers or its clients.

Denise C. Yelvington, CPA, is a partner at Sheffield Advisors. Working as a tax professional for over 20 years, she has extensive experience working with high net worth individuals, creative artists, and small businesses. She is a licensed CPA in Massachusetts and Florida and is a member of the American Institute of CPAs. She has posted a petition to change Tax Day on Change.org.

Russia’s invasion of Ukraine has sparked even greater uncertainty amid markets jolted by the pandemic and expected interest rate hikes. Wealth managers now face fresh questions on how to navigate rapidly shifting equity and bond markets and the fallout on retirement portfolios.