Morning Memo
 
Wealth Management Morning Memo

MAY 1, 2024

INDUSTRY

Former Ameriprise Rep Sentenced To 5 Years in Prison For $1.2M Fraud

Dusty Sternadel pleaded guilty to wire fraud in January in connection with a scheme that stole from at least 10 clients, most of whom were elderly, according to the DOJ.

FULL ARTICLE

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RIA NEWS

Diversify Advisor Network Launches Retirement Plan Advisory Services

The program builds on the expertise of Caliber Wealth Management, which merged with Diversify earlier this year.  

FULL ARTICLE

SPONSORED CONTENT

How Have Elections Moved Markets?

The guide to investing in an election year has the answers.

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RIA NEWS

BIP Wealth Acquires Georgia Firm, Tops $3.3B in AUM

The Atlanta-based RIA will acquire the $300 million AUM Money Advisor Group.  

FULL ARTICLE

EQUITIES

Challenging the High Dividend Yield Stock Narrative

What if you don’t believe $1 is worth $1?

FULL ARTICLE

WEBINAR

Searching for Yield in a Cautiously Optimistic 2024

Join industry leaders Kevin Flanagan from WisdomTree Asset Management, Douglas Gimple from Diamond Hill, and Scott Barnard from Westwood Holdings Group as they share their expertise and practical strategies for success in fixed-income investing.

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