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Judge Dismisses Some Edelman Claims In Mariner Lawsuit

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 25, 2024

INDUSTRY

Judge Dismisses Some Edelman Claims In Mariner Lawsuit

U.S. District Judge Holly Teeter dismissed defamation charges Edelman made against Mariner but allowed the misappropriation and conspiracy claims to remain in place.

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PEOPLE

SCS, Certuity Name New Chief Investment Officers

Focus partner SCS has tapped Lane MacDonald, the former head of Fidelity’s family office, while Certuity appoints Scott Welch, Dynasty’s former CIO.

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INDUSTRY

Commonwealth Picks Up $300M OSJ From Osaic

Terramar Wealth leaves SagePoint, one of the b/ds consolidated into Osaic, after 22 years with the firm.

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PEOPLE

Cetera Adds Former Northwestern VP as CCO for Investment Services Firm

Gwen Weithaus will join as chief compliance officer for one of Cetera’s network of four independent firms and will report to Cetera Chief Risk Officer Joseph Neary.

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