‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
CFO Dive

MoneyGram swipes Wells Fargo vet for CFO

In February, Marc Winniford will take the finance reins of the legacy cross-border payments company that is seeking to ...