Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 06, 2024

RIA NEWS

$96B Wealth Enhancement Group to Split From LPL

WEG, which had $4 billion in brokerage assets with LPL, is the second “strategically misaligned" large OSJ to separate from the IBD.

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PEOPLE

Carson Group President Teri Shepherd To Step Down

In a statement, CEO Burt White lauded Shepherd’s commitment to the company and said the firm supports her decision to “focus on her family.”

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So, You Think You Want a Muni Bond Ladder?
Simple and sturdy might really mean simplistic and inflexible.
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PEOPLE

Minnesota Advisor Sentenced to 30 Months For $2.1M Fraud

Kristi Margaret Berge pleaded guilty to wire fraud earlier this year. The DOJ said she used client funds to boost her real estate business of flipping properties.

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WMTV ON LOCATION

Referral Marketing Redefined: How Firms Are Optimizing for Organic Growth

Allison Warner, CMO of Beacon Pointe Advisors, explores the evolving trends in referral marketing and organic growth for wealth management firms.

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