Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 26, 2025

INDUSTRY NEWS

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Ex-advisor Scott J. Mason received a 97-month prison sentence for defrauding clients of over $17 million.

Read More >

      Advertisement

CAREER MOVES

SEIA Hires Finance, Consulting and Accounting Vet as CFO

Reverence Capital-backed SEIA quickly replaced an open CFO slot with Stephen Masterson shortly after hiring new President Matt Matrisian from AssetMark and bolstering its senior leadership team.

Read More >

RESOURCE CENTER
Enhance Your Clients' Investment Potential With ETFs
Active strategies, ETF trading tips, and tax-smart moves.
Download Now >
FIXED INCOME

Takeaways from Day One at the Morningstar Investment Conference

BlackRock sees a “golden age” for fixed income; Vanguard looks to extend “Vanguard effect” to savings, financial advice.

Read More >

ALTERNATIVE INVESTMENTS

Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes

UBS Group is the distribution platform for Carlyle’s initiative, giving the Swiss bank’s network of wealthy individuals and financial advisors a piece of Carlyle’s bets.

Read More >

RESOURCE CENTER
Fixed Income: A Risk-Adjusted Opportunity
Navigating The Current Landscape.
Learn More >