Morning Memo
 
Wealth Management Morning Memo

APRIL 22, 2024

PEOPLE

Rep Pleads Guilty to Defrauding Gold Star Families of Millions

Caz Craffy faces 20 years in prison for using his position as an Army Financial Counselor to invest survivors’ benefits in firms where he worked, according to the DOJ.

FULL ARTICLE

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RIA ROUNDUP

Fidelity Records Drop in Q1 M&A Activity

Deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.

FULL ARTICLE

WHITE PAPER

Holistic Financial Planning Unveiled

Learn how to compete for the entire client relationship.

LEARN MORE

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INDUSTRY

JPMorgan Loses Two Former First Republic Teams Totaling $8.5B in AUM

The teams are leaving JP Morgan Wealth Management to join Bank of America Merrill Lynch and Citizens Bank.  

FULL ARTICLE

ESTATE PLANNING

Preparing and Engaging the Next Gen for Future Succession Roles

How to equip inheritors to handle a large influx of wealth.

FULL ARTICLE

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