WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 4, 2022

ADVISOR CHANNELS

Homrich Berg Makes Largest Acquisition Yet for $1.5B RIA in Its Backyard

With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs.

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REGULATION AND COMPLIANCE

DOJ: Rochester Man To Serve 10 Years For Role in $115M Ponzi Scheme

John Law will serve 10 years in prison for participating in the nationwide scheme, in which he and his co-conspirators misappropriated millions in clients' funds.  

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FASTCHAT VIDEO

Transitioning Your Business: Teams and Support

Watch as Ryan C. Bibler, Vincent W. Finney, and Joseph P. Panfil at Wells Fargo discusses transitioning your business: teams and support

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CELEBRITY ESTATES PODCAST

Michael Nesmith, The Monkees and Holographic Wills

Don't monkey around with hand-written documents.

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HIGH NET WORTH

Elon Musk Is Diversifying World’s Biggest Fortune With Twitter Stake

The Tesla CEO’s 9.2% position in the social-media company is already up more than $1 billion, though it’s just a fraction of his overall wealth.

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SPONSORED WEBINAR

How Successful Advisors Drive Client Engagement During Volatile Times

Join this webinar on Thurs. April, 7th as presenters show how successful firms have built their tech stack on the Redtail and Risklayze integration, and discuss the new enhancements to both platforms.

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