Resources

Explore how this month’s markets responded to equity and how signs of a weakening labor market fueled both optimism and concerns.

Lily Ku, CFP ®, Senior Vice President and Financial Advisor at Wealth Enhancement, has been ranked #31 on Women We Admire’s ranking of Top 50 Women Leaders in Investment Management. This list recognizes women who have made significant impacts in the investment management industry.   

Wealth Enhancement Group CEO Jeff Dekko emphasizes that acquisitions inevitably reshape both the acquired firm and the acquirer, and that his firm’s partnership model—built on honoring “collective promises” to clients—sets it apart. He sees Wealth Enhancement Group, currently managing about $120 billion in assets, reaching $1 trillion in the near future by diversifying its targets and expanding into new client segments. Looking ahead, Dekko highlights “AI literacy” across the organization as a key factor that will separate winners from losers in wealth management.

Wealth Enhancement Group CEO Jeff Dekko emphasizes that acquisitions inevitably reshape both the acquired firm and the acquirer, and that his firm’s partnership model—built on honoring “collective promises” to clients—sets it apart. He sees Wealth Enhancement Group, currently managing about $120 billion in assets, reaching $1 trillion in the near future by diversifying its targets and expanding into new client segments. Looking ahead, Dekko highlights “AI literacy” across the organization as a key factor that will separate winners from losers in wealth management.

Laura Mattia, MBA, Ph.D, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by AARP in “7 Questions to Ask Yourself Before You Unretire”