WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 20, 2019

INDUSTRY

LPL Really Wants to Hear its Advisors

The firm has created a new "continuous improvement" department and invested in a new platform to collate advisor feedback from surveys, in-person interactions and social media.

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INDUSTRY

HighTower Invests in $1 Billion RIA Lexington Wealth Management

HighTower Advisors, the RIA consolidator based in Chicago, said Tuesday that it has made an investment in Lexington, Mass.-based RIA Lexington Wealth Management.

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SPONSORED CONTENT

Fixed Income Outlook: What We Expect in the Second Half of 2019

Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.

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ESTATE PLANNING

Epstein Created Trust With $578 Million Days Before Suicide

Financier and convicted pedophile Jeffrey Epstein was in jail awaiting trial on charges of conspiracy and trafficking minors for sex when he hanged himself.

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SPONSORED CONTENT

Is There Enough Risk in Your Fixed Income Portfolio?

Interest rates have fallen dramatically recently. How should investors be positioning their fixed income portfolios?

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