Morning Memo
 
Wealth Management Morning Memo

NOVEMBER 28, 2023

PEOPLE

Accused Palestinian Shooter Former Broker at Edward Jones, Cadaret, Grant

Jason J. Eaton, who allegedly called himself a "reformed broker," was arrested by the ATF for allegedly shooting three 20-year old Palestinian students in Vermont this weekend. Eaton has a FINRA history, with a series of short stints at TD Ameritrade, Edward Jones, and most recently, Cuso Financial Services.

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INDUSTRY

Kingswood SPAC Gets Another Extension to Complete Wentworth Merger

Kingswood now has until Feb. 24 of next year to complete its merger with broker/dealer aggregator Wentworth.

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WMIQ EXCLUSIVE RESEARCH

The 2023 WealthStack Study

How technology is driving the growth of wealth management firms.

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HIGH NET WORTH

Options for Changing an Irrevocable Trust

Irrevocable trusts can't be modified ... unless they can.

FULL ARTICLE

RETIREMENT PLANNING

Annuities Are Back in Fashion, But Are They Safe?

Rising interest rates have spurred a boom in demand, but investors should take note of recent changes in the insurance industry.

FULL ARTICLE

WHITE PAPER

How to Create a Robust Succession Plan for Your Firm

Pass the torch with confidence.

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