WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 23, 2019

INDUSTRY

Kestra Succession Arm Bluespring Acquires Ohio-Based RIA

Newly launched Bluespring Wealth Partners, the succession planning arm of Kestra Financial, has acquired Hickory Asset Management, with $153 million in client assets.

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FIXED INCOME

How The G in ESG Can Help Manage Bond Risk

In periods of stress, ESG bond funds have outperformed non-ESG funds.

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SPONSORED CONTENT

Longevity: Preparing Clients for Retirement

People are living longer than ever, often well into their 80s or 90s.

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PEOPLE

David Koch, Industrialist Who Funded Conservatives, Dies

Koch, 79, died after years of fighting various illnesses. Through the David H. Koch Foundation, he pledged or contributed more than $1 billion to philanthropic causes.

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SPONSORED CONTENT

A Guide to Help Families Focus on Giving

Help clients create a strategy for their family's charitable giving.

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