Adam Dell's Latest Offering: No AUM Fees, No Subscriptions, Just Planning

Published on October 24, 2024

Clients and CFPs alike benefit from Domain Money's setup, the serial founder and Goldman alum says.

       
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Lawsuit: Schwab, BofA Failed to Protect Older Couple Scammed Out of $18.5M

October 24, 2024
A fraudster persuaded an 84-year-old Schwab customer to transfer millions of dollars to outside accounts, the suit says.      Related StoriesFidelity: RIA Deal Size Rises, Volume Eases in 2024Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneLeading RIAs, Wealth Managers Launch 'Net Positive' Consortium

Why XYPN Laid Off 10, Shuttered Virtual Assistant Program

October 24, 2024
Demand did not live up to the expectations, while XYPN's own offerings have also evolved.      Related StoriesLawsuit: Schwab, BofA Failed to Protect Older Couple Scammed Out of $18.5MFidelity: RIA Deal Size Rises, Volume Eases in 2024Advisors Encourage Clients to Create Estate Plans, but Many Don't Have One