WealthManagement.com Daily Memo
Wealth Management Daily Memo

APRIL 19, 2021

REGULATION AND COMPLIANCE

Maryland Advisor Charged With Draining Elderly Client of Retirement Savings

The DOJ charged Eddy Blizzard with wire fraud and aggravated identity theft. The alleged crime caused the victim's house to go into foreclosure.

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HIGH NET WORTH

Five Tips for Detecting Social Engineering Security Attacks

High-net-worth families and family offices may be particularly vulnerable.

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ADVISOR INNOVATIONS PODCAST

Mindy Diamond on the Growing Affiliation Models for Financial Advisors

In the inaugural episode of the Advisor Innovations podcast, recruiter and consultant Mindy Diamond discusses how the advice industry has changed, why advisors change firms, and how the lines between the traditional business affiliation models are getting blurrier and blurrier.  

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ETFS

An Ether ETF Isn’t Even Launched and Already There Is a Fee War

Evolve Funds Group Inc. is waiving the 0.75% management fee on its upcoming Ether ETF, ticker ETHR, until May 31, making it cheaper than two competing products.

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SPONSORED CONTENT

When the Bond Market Gives You Lemons, Make a Ladder

A rules-based strategy and a move into BB-rated corporate bonds may benefit fixed income investors who are wary of the current yield environment.

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