Women will get most of the $124 trillion 'great wealth transfer.' Here's why.
Roughly $54 trillion will go to surviving spouses — a shift also referred to as the “horizontal wealth transfer.” ...
Private equity wants a larger piece of the $12.5 trillion workplace retirement plan market
With the new Trump administration, private equity firms see a greater opportunity in the $12.5 trillion in assets in employer ...
Crain's Chicago Business15h
As Chicago’s wealth management industry grows, independent firms carve out their niche
Chicago-based Burling Wealth Partners has amassed $800 million in assets under management since launching in September.
Key drivers transforming wealth management in APAC
The APAC private wealth management landscape is evolving with the rise of external asset managers, AI, and tailored client ...
Charlotte wealth management firm expands team with Wells Fargo, Edward Jones advisors
Carnegie exited Wells Fargo Advisors in 2023 and partnered with LPL to establish its own practice. The firm was founded by ...
PWM15h
Handing over the bat to next generation wealth advisers
Wealthy families have struggled with transition of assets and responsibilities from elders to younger inheritors and the same ...
Stockbroker Ord Minnett raids Perpetual Private
It has poached half a dozen advisers from Perpetual Private’s Melbourne offices, amid a hiring spree to boost its ranks.
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a ...
InvestmentNews4d
Americana Partners, Apella Wealth unveil strategic acquisitions
Americana is making its first foray outside the Lone Star State, while Apella welcomes another partner in New England.