In a Florida state lawsuit, financial advisor Deborah Lennon claims she would only be hired on the condition she agreed to have sex with “the person responsible” for deciding whether Amerirprise would hire her.
WealthManagement.com
Media and Telecommunications
New York, NY 22,557 followers
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning.
About us
WealthManagement.com, an Informa company, is the digital resource of all things wealth management for financial advisors and estate planning professionals. WealthManagement.com helps advisors and wealth professionals with practice management, investments, fintech and market trends to grow client relationships
- Website
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http://www.wealthmanagement.com
External link for WealthManagement.com
- Industry
- Media and Telecommunications
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Specialties
- Financial Services, Advisors, News, Advertising, Marketing, Solutions, Analysis, Events, Estate Planning, wealth management, wealthtech, News, Research, practice management, investment, and Portfolio management
Locations
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Primary
605 3rd Ave
New York, NY 10158, US
Employees at WealthManagement.com
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Marc Angel
Grow sales & and provide marketing solutions for financial service firms
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Davis Janowski
Senior Technology Editor, Consultant at WealthManagement.com
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Fred Barstein
Founder & CEO of TPSU, TRAU, 401kTV | Creator of 401k Real Talk & Real Chat | Contributing Editor | Providing Plan Sponsors and Plan Fiduciaries the…
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Michael H Samuels
Content Production Editor - Web Editor at wealthmanagement.com
Updates
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The #SEC found that after a merger, First Horizon did not properly follow its Regulation Best Interest procedure when making structured note recommendations to some clients.
Broker/Dealer First Horizon Hit with Reg BI Violation Over Structured Notes Recommendations
wealthmanagement.com
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401(k) Real Talk Episode 122 with Fred Barstein Open, honest and candid discussion about One America's deal with Voya Financial, Alera Retirement's growth, August job numbers, the #Wealthies and more.
401(k) Real Talk Episode 122: September 18, 2024
wealthmanagement.com
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The outcome is worth the wait. By James Dougherty contributor for WealthManagement.com
Treasury Department Finalizes Basis Consistency Regulations
wealthmanagement.com
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Despite political rancor and the threat of companies reneging on diversity, equity and inclusion initiatives, some financial services firms are opting to stay the course. Read more >> http://spr.ly/6045oM9xd Thanks to all the speakers at #DEI Think Tank, part of the Executive Forums at the 2024 WealthManagement.com Industry Awards: David Armstrong, Suzanne Siracuse, Angela D Harrell, George Nichols III, CAP®, Erika Whyte, MBA, and more! Sponsored by: The American College of Financial Services
Some Firms Tweak the Messaging Around DEI, But Don't Retreat From It
wealthmanagement.com
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A new study finds that the younger demographic needs education on charitable giving tools. By Anna Sulkin Stern for WealthManagement.com
How to Engage the Next Generation of Donors
wealthmanagement.com
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PODCAST 🎙️ The Healthy Advisor Podcast with Diana Britton Despite significant hardships, advisor Marissa Nehlsen offers a story of hope for others in pain, as she has yet to slow down or limit her goals. Listen to the full podcast >> http://spr.ly/6044ozVRa
The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen
wealthmanagement.com
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Pending federal legislation presents challenges and opportunities. By Namrita Notani contributor for WealthManagement.com
How The American Housing and Economic Mobility Act May Affect Estate Planning
wealthmanagement.com
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The commission alleged that the schemers behind the fraudulent crypto platform NanoBit Limited falsely claimed their affiliate was an #SEC-registered broker.
SEC: Global Fraudsters Targeted Crypto Investors with 'Relationship Scams'
wealthmanagement.com
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TODAY: This webinar will present the highlights of that research, discuss its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about their technology investments. Brought to you by SS&C Technologies http://spr.ly/6049lz4yT #wealthmanagement #WMIQ #wealthstack