The Justice Department accused Paul R. McGonigle of defrauding several investors by making withdrawals from their annuities without their approval or knowledge.
Harris Baltch and Jack Petersen, co-founder and managing partner of Summit Trail Advisors, delve into integration best practices, common pitfalls that buyers should be aware of to be successful on their next deal and more.
With a growing number of advisors looking to quit the business in the coming decade—and a potentially smaller pool of successors to choose from—it’s time to rethink your exit strategy.
ProPublica published an article this week detailing that several of the world’s most prominent billionaires paid minimal to no federal income tax in some years, based on confidential tax records.
Don’t miss the opportunity to attend this webinar on June 22nd, where we'll discuss the evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes.
