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Alleged Wealth Enhancement Group Co-Founder Sues Firm

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 24, 2024

RIA NEWS

Alleged Wealth Enhancement Group Co-Founder Sues Firm

Gerald Bernard argues that he co-founded Wealth Enhancement Group and the firm reneged on paying him "finder's fees" for deals.

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ALTERNATIVE INVESTMENTS

Alternative Fundraising for Retail Investors on Pace to Top 2023 Volume

Year-to-date through May, fundraising for alternative assets available to the retail channel reached $47.56 billion, according to Robert A. Stanger & Co.

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KKR's Doug Krupa details the private equity firm's strategy for working with wealth advisors.

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