According to the commission, Russell Todd Burkhalter, the CEO of Drive Planning, allegedly used new funds to pay existing investors’ returns and personal expenses, including yacht and private jet payments.
Wells Fargo Advisors provides the platform to help serve clients with sophisticated needs AND offers the flexibility to manage my practice in any way I see fit.
Open, honest and candid discussion about lawsuits against TIAA and Morningstar, CITs bigger than mutual funds in TDFs, private equity in retirement plans and more.
Bill Capuzzi, CEO of Apex Fintech Solutions, invites you to unlock the power of AI by revolutionizing your advisory practice with the right technology stack.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
