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CBS MoneyWatch: Your Fall Financial Checklist
It’s not too early to start your end-of-year financial planning? Bruce Helmer discusses the steps you can take this fall to be ready for 2022.
Dec 14, 2021
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Financial Planning: PE firm sells part of its stake in $40B Wealth Enhancement Group
Under an agreement announced on Aug. 24 between the Onex Corporation’s private equity arm and TA Associates, Wealth Enhancement Group’s current majority owner is selling part of its stake in the Minneapolis-based firm. Onex and TA Associates will be equal capital partners in Wealth Enhancement Group. Click Here to Read the Full Article.
Aug 27, 2021
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Citywire RIA: When RIA aggregators become M&A targets, WEG wants to be ready
Chief executive Jeff Dekko talks about the plan for Wealth Enhancement Group now that a new PE investor has begun backing the $40bn RIA. Click Here to Read the Full Article.
Aug 26, 2021
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Financial Advisor: Wealth Enhancement Group Gets New Investor
Wealth Enhancement Group, a fast developing wealth management firm, will receive an equity investment from Onex Corporation, the two firms announced Tuesday. After the close of the deal, Onex and Wealth Enhancement Group’s current capital provider, TA Associates, will be equal partners. Click Here to Read the Full Article.
Aug 25, 2021
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Private Banker International: Wealth Enhancement Group secures equity investment from Onex
Wealth Enhancement Group has secured a new equity investment from Onex. As part of the transaction, Onex will join WEG’s current institutional shareholder, TA Associates, as equal capital partners. Click Here to Read the Full Article.
Aug 24, 2021
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WealthManagement.com: Onex Makes Equity Investment in Wealth Enhancement Group
The investment from private equity firm Onex Corp., which joins TA Associates as equal capital partners in WEG, will drive the RIA’s organic growth and M&A expansion, CEO Jeff Dekko says. Click Here to Read the Full Article.
Aug 24, 2021
Newsroom
Citywire RIA: PE shop Onex takes stake in $40.2bn Wealth Enhancement Group
Wealth Enhancement Group has found its latest investor. The $40.2bn firm revealed late Tuesday that the Onex Corporation, a Canadian private equity firm and asset manager, has purchased a stake in the company from TA Associates. Click Here to Read the Full Article.
Aug 24, 2021
Newsroom
CBS MoneyWatch: Financial Independence for Your College Student
With kids headed off to college, how do you help them keep from going broke? Bruce Helmer talks about setting limits while helping your adult children.
Dec 14, 2021
Newsroom
Wealth Enhancement Group Welcomes Equity Investment from Onex to Drive Next Stage of Growth
MINNEAPOLIS and TORONTO, Aug. 24, 2021 — Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.
Wealth Planning
Aug 23, 2021
Newsroom
Lessons in Affording College
Whether you have a school-aged student or have grandkids you are hoping to support, the spiraling costs of a college education can be overwhelming. We’re not going to sugar coat it. It’s bad, and costs are likely to get even worse. But financial planning is about making the impossible, possible. By applying some simple lessons, you can make affording school less daunting for you and the prospective student.
Aug 21, 2021