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MINNEAPOLIS, Minn., Aug. 12, 2021 — Wealth Enhancement Group, an independent wealth management firm, today announced that it will acquire Investor Solutions, an independent RIA practice based in Miami, FL. Investor Solutions includes six financial advisors that collectively oversee $1.1 billion in total client assets. Upon acquiring the firm, Wealth Enhancement Group’s total client assets are expected to exceed $40 billion.*

Learn the key duties of a trustee—from legal and tax obligations to asset management and beneficiary communication. Discover when a corporate trustee may be the right choice.

Explore key market trends amid Delta variant concerns, falling interest rates, and China’s regulatory crackdown. Get insights on equities, inflation, and what it all means for investors.

Explore key market trends amid Delta variant concerns, falling interest rates, and China’s regulatory crackdown. Get insights on equities, inflation, and what it all means for investors.

Paul J. Brahim, managing director, SVP, shares his thoughts on the “roll-up” model as part of Wealth Enhancement Group’s continued growth.  Click Here to Read the Full Article.