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Articles tagged "Wealth Enhancement Group"


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Dan Arnold:  An unauthorized user appears to have gained access to personally identifiable information. The incident, which is under investigation, impacted several of the vendor’s [Capital Forensics] customers, including LPL ... We deeply regret this unfortunate security incident.

Oisin's Bits: LPL hacked through Capital Forensics' breach, leaks personal info, account numbers; Victory Capital's shares spiral higher on USAA buy; Kore Alliance goes to teaching UHNW kids thrift; Lightyear Capital’s mini roll-up keeps buying, nearing $10 billion target

The year-old non-profit groups 50 ultra-high-net-worth family offices into the Kore Alliance; and the Lightyear Capital-owned roll-up Wealth Enhancement Group makes its third acquisition this year bringing it closer to a $10 billion client assets target.

November 9, 2018 at 7:46 PM

Scott Hanson: Frankly, I didn't leave the conference deal-hungry, but it did give me some food for thought as we plan the future of our business.

Why a $1 billion-plus RIA attended Dan Seivert's two-day M&A conference despite having no intention of buying or selling

Scott Hanson came away deeply impressed by how deals could accelerate the RIA business's bid to comparability with other professions

September 21, 2015 at 6:51 PM

Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain

With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way

September 18, 2013 at 3:30 AM

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