Jun 22, 2024 View in Browser

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Weekend Review

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News

Former FBI 'Most Wanted' Advisor Pleads Guilty to Fraud, Money Laundering

By Dinah Wisenberg Brin

William Jack Berg schemed to obtain investors' money under fraudulent pretenses, prosecutors said.

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News

The Summer's Best New Rosé Wines

By Elin McCoy

Today's wide range of hues, grape varieties and winemaking techniques mean bigger choices in style than ever.

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News

Fugitive Ex-Advisor Who Appeared on CNBC Arrested on Fraud Charges

By Dinah Wisenberg Brin

James Arthur McDonald Jr. allegedly lost over $30 million, then solicited millions for a purported capital raise.

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Slideshow

15 Best States for Seniors: 2024

By Michael S. Fischer

A law firm's ranking included health care, long-term care, safety, average temperature and cost of living.

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News

Wall Streeters Beaten in 'Smartest' Chess Tournament

By Rainier Harris

Players from UBS, Goldman Sachs and BlackRock lost to opponents from two online chess platforms.

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News

Vanguard Reopens Primecap Funds

By Dinah Wisenberg Brin

Vanguard determined the two active equity funds have sufficient investment capacity to reopen, without restriction.

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Resources

Your Digital Marketing Blind Spots: How To Find Them, How To Fix Them

Sponsored by: Cetera

Uncover the hidden pitfalls in your digital marketing strategy and learn how to address them effectively. This white paper offers actionable insights, recommendations and KPI’s to help you optimize your online presence and achieve your business growth goals.

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ON DEMAND

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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