WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 25, 2021

TECHNOLOGY

Riskalyze Recapitalizes With Hg Capital

Risk evaluation firm Riskalyze has found a new private equity backer, Hg Capital, as CEO and co-founder Aaron Klein cashes out some of his stake in the business.

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INDUSTRY

Onex Makes Equity Investment in Wealth Enhancement Group

The investment from private equity firm Onex Corp., which joins TA Associates as equal capital partners in WEG, will drive the RIA's organic growth and M&A expansion, CEO Jeff Dekko says.

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2021 MID-YEAR OUTLOOK

A Life Settlement Innovation That Helps Address Retirement Regrets

Many retirees aren't aware of a significant asset and source of liquidity that they may already own.

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TECHNOLOGY

Q&A: Broadridge's Mike Alexander On TikTok And Values-Based Matchmaking

Like many firms, Broadridge views the pandemic as an opportunity for digital transformation.

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ESTATE PLANNING

Who Will Carry Out Your Client’s Wishes if Family Is Not the Answer?

Choosing the right person to manage affairs isn’t easy.

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SPONSORED CONTENT

The Role of Technology in Managing Alternative Investments

Increasingly, advisors are turning to automation to help them manage data and workflow.

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Wealthies Circle Spotlight

Become a Warrior Advisor

Join us at the Warrior Advisor dedicated website for tips & links.

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SPONSORED WEBINAR

Reimagining the Customer Experience in Wealth Management

On Sept. 9th, presenters will give a closer look at the digitization trends shaping the wealth management industry, and how technologies like e-signature increase efficiency and accelerate customer acquisition.

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