RIAIntel
How a Massive Ponzi Scheme Fleeced RIAs, Religious Groups, and Retirees
(Illustrations by John J. Custer)
The sordid tale of Aequitas Management holds lessons for RIAs.
By
Michelle Celarier
August 13, 2019
Kathy Bazoian Phelps
Oregon
Lake Oswego
Lake Oswego
California
