Norman Marks
MAY 3, 2022
Every year, the Association of Certified Fraud Examiners (ACFE) publishes a report on fraud. The latest is the 12th in the series, Occupational Fraud 2022: A Report to the nations. My congratulations and thanks go to the ACFE for an excellent report. I remember how early reports included the employees’ use of company assets like […].
Diamond Consultants
MAY 3, 2022
By Mindy Diamond & Louis Diamond. There’s been an interesting shift in movement amongst one sector of wealth management: private bankers. Transitions by this constituency have risen dramatically over the last two years attributed in large part to the increased appetite of firms like UBS, Morgan Stanley, Merrill, and First Republic. By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks.
Advisor Websites
MAY 3, 2022
With this acquisition, Snappy Kraken will significantly grow market share while simultaneously expanding its capabilities for serving advisors with websites, branding, and other creative services.
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