
Jacqueline Sergeant
Staff Writer at Financial Advisor
Something about stringing words together
Articles
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2 weeks ago |
fa-mag.com | Jacqueline Sergeant
A former California advisor has been sentenced to more than 10 years in federal prison for bilking her elderly clients, some of whom were receiving end-of-life care, out of $2.25 million. Julie Anne Darrah, 52, of Santa Maria, was sentenced to 121 months by U.S. District Judge Otis D. Wright II, who is expected to schedule a restitution hearing at a later date, according to a news release from the U.S. Attorney's Office for the Central District of California.
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1 month ago |
fa-mag.com | Jacqueline Sergeant
UBS has unveiled research aimed at preparing women who inherit substantial sums of money to better navigate a smooth wealth transfer. The study, called “Heir Dynamics: Money in Motion,” is the latest segment in the firm’s series of Own Your Worth reports that began in 2017, and it examines the impending great wealth transfer and its impact on women.
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1 month ago |
fa-mag.com | Jacqueline Sergeant
A former advisor in Virginia who scammed investors out of more than $4 million was sentenced yesterday to three years in prison, according to the U.S. Attorney's Office, Eastern District of Virginia. Andrew Corbman, 53, of Ashburn, Va., also was ordered to pay $4.15 million in restitution. Corbman waived indictment and pleaded guilty in December 2024 to a single count criminal information, charging him with mail fraud, according to the plea agreement.
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1 month ago |
fa-mag.com | Jacqueline Sergeant
Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, according to a news release.
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1 month ago |
fa-mag.com | Jacqueline Sergeant
Whether it’s offering new services, changing fee structure, shuffling roles, or focusing more on becoming specialists, advisors and firms will need to find ways to differentiate themselves to not only appeal to the next generation of clients but to hold on to existing ones.
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