Concert Wealth Management

Sep 17th, 2016
Published by Jeremy Hyndman at Sep 17th, 2016
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BREAKING: Aequitas Receiver’s First Receivership Report Suggests Steep Losses Ahead for Investors

On September 14, 2016, the Aequitas receiver released his first report. Including exhibits, it is over 200 hundred pages of dense material. You can read it […]
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Sep 5th, 2016
Published by Jeremy Hyndman at Sep 5th, 2016
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Concert Wealth Management Woes Worse than Just Aequitas – SEC Finds Willful Securities Law Violations

Investors who purchased Aequitas investments through Concert Wealth Management advisers might not be surprised to learn that Concert Wealth Management is in trouble again. (Several Concert […]
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Mar 19th, 2016
Published by Jeremy Hyndman at Mar 19th, 2016
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SEC Lawsuit against Aequitas is both Good News and Bad News for Investors

Late to the party, the U.S. Securities & Exchange Commission finally filed suit against Aequitas on March 10, 2016. The SEC Complaint Explains how Things went […]
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Feb 26th, 2016
Published by Jeremy Hyndman at Feb 26th, 2016
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SPECIAL REPORT: Aequitas Capital Will Cause Widespread Investor Losses Due to Devious Use of TAMPS; Investment Advisors Like Private Advisory Group & Strategic Capital Alternatives Had Perverse Incentives to Invest in Aequitas Capital Opportunities Fund

From left to right: Bob Jesenik, CEO & CIO, Scott Gillis, COO, Craig Froude, EVP, Brian Rice, EVP, Andy MacRitchie, CCO, and Brian Oliver, EVP INVESTOR […]
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