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Doug Kantor is general counsel at the National Association of Convenience Stores and is a member at the Merchants Payments Coalition.

Allison Herren Lee and Robert Cook also vowed to continue reforming expungements after the tabling of a new proposed rule earlier this year.

The Canadian asset manager’s stateside AUM will pass $80 billion after its latest deal for a Silicon Valley-based firm.

A comprehensive bill by U.S. Rep. John Larson would change how the COLA is calculated, increase income threshold amounts, the rate for inclusion of Social Security benefits and more.

Here's what you missed this week in wealth management.

Eva Weiss, CPA, CFF, CGMA, CAMS, is a partner with StoneTurn with more than 25 years of experience in forensic investigations and compliance controls and monitoring for both the public and private sectors.

Kristin Bone, CPA, CFE, is a partner at StoneTurn who has more than 20 years of forensic accounting, auditing, compliance and monitoring, and dispute-consulting experience.

Paul Manchester, Ph.D., is a former principal economist at the Federal Housing Finance Agency, having served from 2009 to February 2021.

New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.