Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 14, 2024

INDUSTRY

SEC Accuses Atlanta-Based CEO of $300M Ponzi Scheme

According to the commission, Russell Todd Burkhalter, the CEO of Drive Planning, allegedly used new funds to pay existing investors’ returns and personal expenses, including yacht and private jet payments.

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REAL ESTATE

Advyzon Hires CMO From Northern Trust

In the newly created role, Samantha Schwimmer will help Advyzon move into new market segments.

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FASTCHAT VIDEO
Why I Chose Wells Fargo Advisors
Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.
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401K TV

401(k) Real Talk Episode 118: August 14, 2024

Open, honest and candid discussion about lawsuits against TIAA and Morningstar, CITs bigger than mutual funds in TDFs, private equity in retirement plans and more.

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PODCAST

Focused on the Future: Embracing the Personal in Planning with Beth Bosworth

Perigon Wealth Management's Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.

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FASTCHAT VIDEO
Can an Efficient Tech Stack Give You Time Back?
Bill Capuzzi, CEO of Apex Fintech Solutions, invites you to unlock the power of AI by revolutionizing your advisory practice with the right technology stack.
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