Morning Memo
 
Wealth Management Morning Memo

DECEMBER 21, 2023

REGULATION AND COMPLIANCE

Advisor Faces 30 Years in Prison For Defrauding Retiree

Eddy Blizzard, a former advisor with Suntrust and M&T Securities, pleaded guilty to stealing more than $1 million from an elderly client.

FULL ARTICLE

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TECHNOLOGY

MSCI To Buy RIsk Analytics Provider Fabric

The global provider of investment research and indices will use Fabric to further deliver its tools through advisors.

FULL ARTICLE

WHITE PAPER

Digitizing the Client Experience

Harness “digital” to improve the 6-steps of the client.

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RIA EDGE PODCAST

A Blueprint for Navigating Growth and Building Client Wealth With Dan Seder

Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.

Sponsored by Schwab Advisor Services

LISTEN NOW

HIGH NET WORTH

Hermes Billionaire’s Charity Fights Plan to Cut Inheritance

Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2023 WealthStack Study

How technology is driving the growth of wealth management firms.

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Ten to Watch

The Ten to Watch in 2024

Change is inevitable, and we think the people on this list, in different ways and to different degrees, reflect that when it comes to the business of financial advice.

VIEW THE FULL LIST

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