WealthManagment.com Daily Memo
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Wealth Management Daily Memo

JUNE 14, 2019

INDUSTRY

Lightyear's Wealth Enhancement Group Acquires $1.3 Billion Hybrid

Michael Thrasher

In addition to a steady stream of acquisitions, the firm organically grew by more than $1 billion in new assets in both 2017 and 2018.

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ETFS

BlackRock Looks to Five ‘Megatrends’ to Expand Its ETF Business

Rachel Evans

BlackRock will focus on five themes: technological breakthrough, demographics and social change, rapid urbanization, climate change and resource scarcity, and emerging global wealth.

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SPONSORED CONTENT

Understanding the Differences in Women Investors

Sponsored by Fidelity Investments

Explore distinct preferences women have for working with advisors.

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CLIENT RELATIONS

Client Gifts for Maximum Impact

Stephen Boswell and Kevin Nichols

Spending money on current clients through small, thoughtful gifts will generate goodwill and stimulate positive word of mouth.

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SPONSORED CONTENT

Longevity: Does 4% Withstand the Test of Time

Sponsored by Informa Financial Intelligence

Your clients nearing retirement age need to be concerned about outliving their investments.

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