Morning Memo
Wealth Management Morning Memo

AUGUST 17, 2021

REGULATION AND COMPLIANCE

Fired Merrill Advisor Sentenced to 3 Years in Prison for Defrauding Clients of $3M

Marcus Boggs pleaded guilty earlier this year for swindling clients, including one man who had received a large civil settlement from a wrongful murder conviction. Boggs was sentenced to more than three years in prison.  

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COLLEGE PLANNING

Five Things You Need to Know About Home Equity and College Costs

Pricey private institutions are more likely to take a family’s home equity into consideration when fashioning financial aid packages.

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2021 MID-YEAR OUTLOOK

How the Pandemic Has Forced Technology Growth

One of the most significant growth areas in fintech has been the number and quality of integrations among various tools.

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EQUITIES

Funds Run by College Students Are Shaping the Investors of Tomorrow

For longtime denizens of Wall Street, it’s perhaps of some relief that Gen Z Ivy Leaguers are as puzzled by the past 18 months in financial markets as they are.

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Wealthies Circle Spotlight

File Sharing with Speed and Peace of Mind

Share your files securely without sacrificing convenience.

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