WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 29, 2024

INDUSTRY

Indiana Advisor Sentenced to Four Years In Prison for Stealing $4.6M

Christopher Turean used the money he embezzled from an unnamed client to gamble and pay down a home equity loan, according to the Department of Justice.

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RETIREMENT PLANNING

Goldman Sachs: One in Three Women Retire with Less Than $50K

In a gender-based look at retirement savings, the bank found some signs of improvement amid ongoing challenges faced by women.

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WEALTHSTACK ROUNDUP

Amazon Completes $4B Investment In Anthropic

Plus multiple enhancements at Interactive Brokers; FP Alpha and PreciseFP partner, and EagleBrook, Franklin Templeton expand their relationship.

FULL ARTICLE

THE WEALTHSTACK PODCAST

Top Tactics for High-Growth Firms with Sara Baker

Triad Wealth Partners' Sara Baker details the innovation and tailor client experiences high-growth firms use to differentiate in a 'sea of sameness.'

Sponsored by TradePMR

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