SEC Claims Deceased Advisor Defrauded Clients of $1.68M
The SEC is suing the estate of John Brodacki, alleging he misused clients' funds for personal expenses and luxury items.
Girard, a Univest Wealth Division: Zeroing in On Quality
CIO Timothy Chubb lays out the firm’s investment philosophy, from exposure to international equities to extreme caution on evergreen funds.
Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise
In addition, Cerity Partners adds $1.1B Covenant Partners, EP Wealth pens fourth deal of the year and Savant Wealth splashes out with $6B Exencial.
$100,000 in Social Security Benefits Is Too Much
The U.S. government simply cannot afford Social Security. Cutting benefits for wealth retirees is an obvious first step.
Our Favorite Amazon Streaming Stick Is Almost Half Off
The Fire TV Stick 4K Max is great for the Prime Video devout and handles other streaming services just as well.
Five Tips for Navigating the Generational Divide in Philanthropy
Best practices to help wealthy families bridge the gap by embracing their differences.
The Battle Over Zappos CEO’s $500M Estate
The appearance of Tony Hsieh's mystery will triggers a full contest.
SEC Semiannual Reporting Plan Advances to White House for Review
SEC Chairman Paul Atkins has recently floated scaling the frequency of corporate disclosures to a firm’s size.
Millionaire-Tax Refugees Will Be Heading South Soon
Southern states are cutting taxes to lure wealthy migrants as Democratic states raise levies on millionaires to fund social programs.
Zephyr’s Adjusted for Risk: Investment Insights – Thomas Martin on Markets and Risk
Thomas Martin of Globalt Investments discuss investor concerns amid strong markets and Globalt's liquid ETF-based multi-asset's current positioning.