Wealth Management Daily Memo

MAY 6, 2022

Broker Sentenced For Scheme Targeting Churches

Patrick Donachie

According to the Justice Department, Jeffrey N. Crossland conspired to defraud four churches and a real estate development company of more than $3.5 million.

Technology

Data, Decumulation and the Third Wave

Davis Janowski

Insights and anecdotes our technology columnist brought home from T3's enterprise day in Texas.

SPONSORED CONTENT

Is Value-Add The Best Investment Strategy?

Sponsored by Ashcroft Capital

Choosing the right investment strategy is all about weighing the risk and the potential returns alongside your financial goals.

Industry

Merchant Investment Management Takes Minority Stake in Argos Wealth Advisors

Ali Hibbs

Funding from Merchant is intended to help bolster Argos’ strategic growth and international reach.

SPONSORED WEBINAR

The Industry Landscape: What’s Driving Movement?

Sponsored by TIFIN Grow

This webinar on Tues. May 10, takes a 2-step approach to providing an overview of the landscape and identifying some of the most attractive landing spots for advisors.

High Net Worth

Elon Musk’s Fixer Is Quietly Tending the World’s Biggest Fortune

Sophie Alexander and Liana Baker (Bloomberg)

Jared Birchall, head of Musk's family office Excession, runs point for the capricious, controversial billionaire.

SPONSORED CONTENT

ESG: Sustainable Investment Options

Sponsored by P

How can investors avoid greenwashing and choose authentic ESG investments?