Chris Frankie

Chris Frankie

Schwab Captures $9B in Dynasty Financial Assets

Charles Schwab has captured custody assignments from five teams managing almost $9 billion in assets that have left wirehouses this year to open RIA practices with Dynasty Financial Partners. So reports Financial Planning.


Supersavers Tend to Be Frugal

More than 40% of individuals who either have a high personal savings rate or make large retirement plan contributions say they drive older vehicles, live in modest homes, travel less than they prefer, and do DIY projects instead of hiring outside help, according to a recent survey by Principal. So reports Business Insider.


Voodoo-Embracing Advisor Gets 20-Year Jail Sentence

Dawn Bennett, a high-profile advisor who reportedly dabbled in voodoo-style witchcraft, will serve a 20-year jail term for running a $20 million Ponzi scam. So reports Financial Planning.


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