Goldman Sachs’ Wealth Management Revenue Up 8% in Q2
Wealth Management
JULY 15, 2024
The bank's Asset & Wealth Management segment is becoming a bigger contributor to the firm’s overall growth.
Greatest Wealth Transfer in History Will Create Brand Challenges for Wealth Managers
Wealth Management
OCTOBER 10, 2024
Gen X, millennials and Gen Z are set to inherit $84 trillion in assets—they have different priorities that aren’t reflected in wealth management brands today.
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MiB: Michael Lewis on ‘Who is Government’
The Big Picture
MARCH 28, 2025
Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.
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FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029
Wealth Management
JANUARY 30, 2025
Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.
Santander Reorganizes Leadership Roles at Wealth Management Unit
Wealth Management
OCTOBER 7, 2024
Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.
Wealth Management Invest: Trends in Retail Investor Portfolio Construction
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Wealth Management Invest: Trends in Advisor Portfolio Construction
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Wealth Management Invest: Trends in Retail Advisor Portfolio Construction
Wealth Management
SEPTEMBER 30, 2024
Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.
Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
Wealth Management
SEPTEMBER 30, 2024
Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
Merrill Reports Record Assets, Slower Pace of New Clients
Wealth Management
APRIL 16, 2024
Merrill Wealth Management added around 7,300 net new clients during the first quarter, which was in line with the previous two quarters but down year-over-year.
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The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
Wealth Management
APRIL 26, 2024
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
Wealth Management
OCTOBER 7, 2024
Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
Darrow Wealth Management
JANUARY 16, 2025
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.
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Monday links: attention as an asset class
Abnormal Returns
APRIL 1, 2024
Markets How major asset classes performed in March 2024. bloomberg.com) Why banks love the wealth management business. capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight.
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iCapital Reaches $200B in Global Assets
Wealth Management
OCTOBER 8, 2024
Alternative investment platform iCapital doubled the volume of assets on its platform since December 2023.
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Modern Wealth Adds $570M AUM In Two Deals
Wealth Management
MAY 21, 2024
The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7
Private Assets Front and Center at Morningstar Investment Conference
Wealth Management
JUNE 28, 2024
Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.
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CAIS Launches Models Marketplace for Alts
Wealth Management
MARCH 24, 2025
CAIS Models Marketplace will include portfolios developed by wealth management firms, asset managers, and CAIS Advisors, the companys recently launched RIA.
Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?
Nerd's Eye View
JANUARY 9, 2025
On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
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Analysts: Commonwealth Is a Higher Quality Asset for LPL
Wealth Management
MARCH 31, 2025
Equity analysts see the Commonwealth deal as a win for LPL, saying the higher price tag would make sense given the quality of the asset.
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Wealth Enhancement Group Acquires $1.3B Hybrid RIA
Wealth Management
SEPTEMBER 5, 2024
The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.
Constellation Stakes $4.1B Omaha RIA
Wealth Management
JUNE 3, 2024
Avior Wealth Management represents Constellation’s seventh deal since its inception, bringing its assets under management to about $110 billion.
Adviser links: loving clients’ problems
Abnormal Returns
DECEMBER 2, 2024
(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth."
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Comparing ETF Returns Across Key Asset Classes
Wealth Management
SEPTEMBER 26, 2024
The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.
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LPL Grabs Another Team from Osaic
Wealth Management
MAY 29, 2024
FSI Wealth Management, a San Diego, Calif.-based based team with $215 million in assets, is joining LPL from Securities America, in the wake of Osaic's integration and rebranding efforts.
$3.6B Cetera OSJ Recruits Advisor to Lead New Family Office Division
Wealth Management
SEPTEMBER 12, 2024
Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.
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Private Equity Faces Pockets of Distress for Long-Held Assets
Wealth Management
JANUARY 16, 2025
Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values. More than 100 continuation funds were raised between 2019 and 2021.
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F.L.Putnam Adds 3 Firms Totaling $1.25B in Managed Assets
Wealth Management
JULY 25, 2024
The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9
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Franklin Templeton Hire Doubles Down on Wealth Channel
Wealth Management
NOVEMBER 1, 2024
The asset manager has appointed a new global COO to support its wealth management alts business.
Asset Managers Launch Infrastructure Funds for the Wealth Channel
Wealth Management
JANUARY 29, 2024
Some asset managers claim now might be a good moment to get more exciting returns. Historically, infrastructure had been prized for its “safety and stability.”
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$2B MultiFamily Office Goes Robo With New AI Fintech Qdeck
Wealth Management
MARCH 19, 2024
Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’
Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
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For Optimal Real Estate Performance, Blend Public and Private Assets
Wealth Management
MAY 21, 2024
Morgan Asset Management examines how different ratios of public to private real estate holdings affect returns and volatility. A new report from J.P.
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Rockefeller Adds 2 Teams to Global Family Office Unit
Wealth Management
OCTOBER 9, 2023
area firms managing more than $1 billion in collective assets at Janney Montgomery Scott and Wells Fargo have joined Rockefeller’s wealth management arm. Los Angeles and Washington, D.C.
Adjusted for Risk: How Asset Managers can Increase Strategy Visibility Through Storytelling
Wealth Management
AUGUST 19, 2024
IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.
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Empower’s Wealth Unit Grows Assets 29% on 401(k) Rollover Capture
Wealth Management
FEBRUARY 7, 2025
Empower Personal Wealth, which staffs about 1,000 advisors, reported 29% asset growth in 2024.
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Goldman Sachs Names New Head of Retirement
Wealth Management
JANUARY 10, 2024
Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.
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Adviser links: making the right decisions
Abnormal Returns
APRIL 15, 2024
standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. riabiz.com) Why Morgan Stanley's ($MS) wealth management unit is under investigation.
Adviser links: an honest promise
Abnormal Returns
DECEMBER 16, 2024
youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. kitces.com) Vanguard All signs point to Vanguard bulking up its wealth management capabilities. thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking. marknewfield.substack.com)
Adviser links: a unique experience
Abnormal Returns
NOVEMBER 18, 2024
kitces.com) Tax planning and wealth management go hand-in-hand. wealthmanagement.com) Asset location isn't job number one, but it is a job. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life. justincastelli.io) Taxes Some speculation on what is next for the TCJA.
Gold: A Strategic Asset in a Post-Election Economic and Political Landscape
Wealth Management
NOVEMBER 26, 2024
No single asset can promise complete security, but gold has a proven track record of maintaining its value in times of economic turbulence.
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Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
Assets 257
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Latest Sanctuary Hire Caps 16 Months of Executive Changes and Flatlined Assets
Wealth Management
OCTOBER 4, 2023
After a year and a half of high-level upheaval and no reported asset growth, Sanctuary has brought in a 30-year Morgan Stanley vet to lead East Coast expansion.
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Former Thrivent Wealth Exec Joins RIA 49 Financial
Wealth Management
JANUARY 29, 2024
Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.
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