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Wealth Management Morning Memo

APRIL 26, 2019

ADVISOR CHANNELS

Two Bidders Are Vying for Advisor Group

Diana Britton and Dan Whateley

Two bidders—encompassing four private equity firms—are submitting final bids Friday to buy Lightyear’s Advisor Group for between $2.2 to $2.7 billion.

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INDUSTRY

'Captive Independence' Falls Short of True Independence, Execs Say

Michael Thrasher

Many breakaway brokers who think they're joining an "independent" model are being sold a bill of goods.

RELATED:  Q&A: The State of Independent Advising in 2019

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SPONSORED CONTENT

Behavioral Risk Preferences in Retirement Income Strategy Design

Sponsored by T. Rowe Price

Retirement income strategies should consider multiple factors, including behavioral preferences.

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CLIENT RELATIONS

The Challenge of Financial Literacy in the Information Age

Lindsay Faussone

Experienced advisors detail ways to boost the financial literacy of their clients.

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SPONSORED CONTENT

Municipal Bond Asset Allocation Guides

Sponsored by New York Life Investments

Blended municipal allocations from MacKay Municipal Managers.

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The Daily Brief

PEOPLE

Connecticut Advisor Arrested for Manslaughter

Diana Britton

The incident has caused racial tensions in Anguilla, the Caribbean island where it occurred.

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