WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 31, 2019

INDUSTRY

TA Associates to Acquire Wealth Enhancement Group

In the second major PE-backed deal of the year, Lightyear Capital is selling its stake in $11.8 billion AUM Wealth Enhancement Group to TA Associates.

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FIXED INCOME

Fed Cuts Rates by Quarter Point, Signals Potential for More

Central bankers voted, with two officials dissenting, to lower the target range for the benchmark rate by a quarter-percentage point to 2%-2.25%.

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SPONSORED CONTENT

Talking to Clients About Investment Risk

Important advice from Nobel Memorial Prize-winning Stanford economist William Sharpe.

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BUSINESS PLANNING

Your Next Big Hire – An OCIO

An outsourced chief investment officer (OCIO) can significantly impact a firm’s bottom-line.  

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SPONSORED CONTENT

Time is Money: Optimize Advisor Productivity Through Technology

Leverage technology to relieve administrative burdens and free up time to help advisors do what they do best.

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