MARCH 28, 2019

Samuel Steinberger

A handful of veteran advisors say the recent move to charge clients income-based fees has been tried before, and offer some cautionary advice of their own.

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High Net Worth

NBA Sharpshooter Troy Murphy Takes Aim at Sudden Wealth

David Lenok

The former NBA star turned RIA is launching his own firm.

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News

Fifty Women Say Salesforce Helped Traffickers Exploit Them

Kartikay Mehrotra and Nico Grant (Bloomberg)

Survivors of sex trafficking on the now-defunct Backpage.com web portal accuse Salesforce.com Inc. of profiting off each ad.

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WealthManagement Digital Edition

Next Gen Annuities - The push to make an RIA-friendly, more transparent annuity is on.

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Regulatory

Supreme Court Buttresses SEC's Power, Rules Against Banker

Greg Stohr (Bloomberg)

Court upholds sanctions against an investment banker that duped investors about a startup company’s financial condition.

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The Daily Brief

Teen Hires Financial Advisor After Videogame Windfall

Samuel Steinberger

Is Twitch the new advisor niche?

FULL ARTICLE

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The Daily Brief