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Big RIA cuts annuity companies out of the deal with new retiree program

Adam Bold creates cash flow system designed to avoid distress sales in bad times

Author Brooke Southall September 25, 2009 at 10:43 PM
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Stacey Schreft: Developed algorithm and back testing in attempt to best annuity methods


Related Moves

Adam Bold, the RIA who went Hollywood -- literally -- after his Mutual Fund Store cash out, is accused of 'general chaos' at his Tinseltown talent agency

Business partners made the lurid allegations in a lawsuit that's scandalous even by Hollywood standards, charging Bold's aberrant behavior has driven the agency to the brink of bankruptcy; Bold calls it a 'shakedown.'

February 14, 2024 at 3:58 AM


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