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  2. 7 Ways To Recognize an Investment Scam - AOL

    www.aol.com/finance/7-ways-recognize-investment...

    All investments carry some degree of risk, but there's a distinct line between a risky investment and a downright scam. Unfortunately, scams are prevalent. According to data from the Federal Trade...

  3. List of Ponzi schemes - Wikipedia

    en.wikipedia.org/wiki/List_of_Ponzi_schemes

    Between 1978 and 1983, Ron Rewald ran an investment firm in Hawaii. The firm declared bankruptcy in 1983 and was revealed to have been a Ponzi scheme which defrauded over 400 investors of more than $22 million. [28] Rewald claimed that he had been operating the firm as a front for the U.S. Central Intelligence Agency. [29]

  4. Fairfield Greenwich Group - Wikipedia

    en.wikipedia.org/wiki/Fairfield_Greenwich_Group

    The firm charged clients larger fees than most similar firms did, including a 20% share of profits on investments, about double what competitors charged that farmed out clients' money to a variety of fund managers. In October 2004, it also began collecting a 1% fee on assets under management. [22]

  5. Participants in the Madoff investment scandal - Wikipedia

    en.wikipedia.org/wiki/Participants_in_the_Madoff...

    On May 29, 2009, Fairfield Sentry, based in the British Virgin Islands, filed a lawsuit seeking to recover more than $919 million in investment management and performance fees that it paid to Fairfield. The lawsuit alleges breach of fiduciary duty, and unjust enrichment. It is "the largest victim of the fraud perpetrated by Bernard L. Madoff ...

  6. Scam threatens northeast PA businesses with fake ... - AOL

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  7. Private Banking vs. Wealth Management: Which Should I Use? - AOL

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  8. SEI Investments Company - Wikipedia

    en.wikipedia.org/wiki/SEI_Investments_Company

    In the 1990s SEI launched a wealth management operating platform for independent, fee-based investment advisors. [citation needed] In 1994, SEI was an early investor of LSV Asset Management and currently still holds a significant stake in the firm. [6] In 2012 SEI was sued by investors in connection with the financial crimes committed by Allen ...

  9. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...