WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 14, 2019

BUSINESS PLANNING

Two Fintwits Launch Paid, Private Community for Advisors

Advisors have traditionally lived by the “eat-what-you-kill” mantra. A new community of advisors created on social media hopes to change that.

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INDUSTRY

Mercer Advisors Picks up $300 Million AUM Regent

Mercer Global Advisors Inc. of Denver, Colo., said Wednesday that it has acquired Regent Wealth Management Group, Inc., an RIA based in Woodbridge, Conn.

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SPONSORED CONTENT

The Innovation Engine

How AI, the cloud and tech advances are driving small-cap stocks.

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FIXED INCOME

Forget the Yield Curve. The 30-Year Treasury Yield Is Scary

A record low yield shows bond traders have lost all fear of rising interest rates, a stronger economy or a sustained rebound in inflation.

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SPONSORED CONTENT

Closing the Financial Literacy Gap

Turning passion into action.

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