Wealth Management Daily Memo

JULY 19, 2018

Jean Chatzky Acquires DailyWorth

Davis Janowski

The well-known personal finance expert and financial editor at NBC's Today show is expanding her audience by over one million avid readers with acquisition of the DailyWorth newsletter.

Ten Signs Your Client Has Dementia

Letha Sgritta McDowell

Anxiety during middle age may be linked to higher rates of dementia late in life.

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M&A

Hellman & Friedman Completes Deal For Financial Engines

Michael Thrasher

The private equity firm agreed to buy the largest registered investment advisor in the U.S. for $3.02 billion in April.