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  • When did the Ponzi scheme start?

    I said to a friend this week that I’m working on a fictional new book about a Ponzi scheme. She turned to me and said “you know that he wasn’t the person who created the Ponzi scheme?”  Intrigued, I made the mistake of asking “what?” and suddenly you go down a rabbit hole. Who created……

    March 4, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 4, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 4, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 4, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 4, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 4, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 4, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 3, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 3, 2026
  • Branches aren’t needed for advice or transactions … it’s all about trust

    Returning to the branch discussions, I picked up on Jim Marous’s recent podcast with Bank of America  (BoA) which is headlined: BofA is Building 150 New Financial Centres at $5 Million Each. Here’s Why The podcast focuses on the fact that BoA is opening new branches focused upon advisory services having almost halved its branch……

    March 3, 2026
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