AUGUST 10, 2022

REGULATION AND COMPLIANCE

Pennsylvania Advisor Sentenced To 5 Years For $7M Scheme

Patrick Donachie

Lee Weiss previously pleaded guilty to investment advisor fraud related to a Ponzi-like scheme involving his firm Family Endowment Partners.

FULL ARTICLE

INDUSTRY

GCG Gets Private Equity Boost to Fuel Growth

Ali Hibbs

A recent capital infusion from LNC Partners will support continued growth for GCG Advisory Partners as a newly incorporated holding company focused on advisor succession.

FULL ARTICLE

WHITE PAPER

Managing the Independent Practice

Sponsored by Commonwealth Financial Network

Independence puts the power of your business in your own hands.

DOWNLOAD NOW

INDUSTRY

Snowden Lane Adds Another Fieldpoint Advisor, Creates $360M Team

WealthManagement.com Staff

The Jacobi-Hakala Group has been formed under Snowden Lane Partners, reuniting two long-time colleagues.

FULL ARTICLE

401KTV

401(k) Real Talk Episode 28: August 10, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

WATCH NOW

Advertisement