Wealth Management Morning Memo

FEBRUARY 25, 2020

INDUSTRY

Could Hightower Be On The Market Again?

Asia Martin

Private equity firm Thomas H. Lee Partners is looking to sell Hightower, according to published reports.

MARKETING

Top Questions Advisors Have About PR

Sally Cates

Advisors' most common questions and concerns about going independent when it comes to dealing with the media.

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INDUSTRY

E*Trade Brings DNA of Diversity to Morgan Stanley

Tara Lachapelle

The bank can benefit from the group of female tech wizards who make the online brokerage work.

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Where We Stand: Transamerica 2020 Market Outlook

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The Daily Brief

TECHNOLOGY

Former Head Of Engineering At Quovo Joins Student Loan Startup

Samuel Steinberger

Following Plaid's planned acquisition by Visa, a former Quovo employee is setting out to build student loan fintech.

ADVISOR CHANNELS

Wealth Enhancement Group Acquires Atlanta-Based JOYN

Diana Britton

The merger brings WEG a foothold into the Atlanta market and the power of a scaled RIA enterprise to JOYN.

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TECHNOLOGY

Addepar Adds Migration Tool, Expands Management Controls

Davis Janowski

Long thought of as a platform for large firms, Addepar is building tools to help firms of varying sizes or with multiple internal teams.

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