25-02624.pdf
Anonymous (not verified)
Merritt Point Wealth Advisors, an Old Greenwich, Conn.-based independent wealth management practice affiliated with Wells Fargo Advisors Financial Network, added a seven-person advisory team from Truist Wealth Management that oversees more than $1 billion in client assets, the firms announced. The Palm Beach, Fla.-based team includes partners Mark Elliot, Scott Friedman, Darren Dawson and John…
The Securities and Exchange Commission proposed a rule to make e-delivery the default option for registrants (including broker/dealers and advisors) when dealing with the agency (and with investors). The rule has been long-awaited (and often-discussed), and Chair Paul Atkins said in a statement that the change would “substantially reduce paper, printing and postage costs for…
If you really love your car, you probably want to keep it in tip-top shape for as long as possible. The U.S. National Highway Traffic Safety Administration says the average age of a car on U.S. roads is almost 13 years old, so many people are doing everything they can to keep their old reliable…
About three-fourths of Americans lack the wealth needed to prosper in today’s economy, according to a new benchmark developed by the Aspen Institute.
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When SGH Wealth Management, a Lathrup Village, Mich.-based independent RIA with $617 million in AUM, got its start in 2005, its main clientele were executives from Detroit’s auto-manufacturing companies. Since then, the firm has expanded to include business owners and private equity executives, with its bread-and-butter clients being sophisticated high-net-worth investors who are at or…