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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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.'