Occasionally we get a court case that has ripple effects across the fiduciary, asset management and investment management industries. In this episode, we’re going to look at the Potentially massive implications of the recent
The 75th “Wealth Actually” Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4 and a half years since the first one . . . it’s alarming how fast time flies.
Part of the fun of the Wealth Actually podcast is to delve into topics around wealth management and better ways to help families understand the intersection between wealth and the fulfillment of goals and ideals. I also get to
Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies and law firms identify the risks in their practices and insure them against liability. She has over 37 years of
