The private wealth management industry had a successful year in 2023, thanks to the growth in the number of high net-worth individuals (HNWIs), very-high-net-worth individuals (VHNWIs), ultra-high-net-worth individuals (UHNWIs), and affluent investors. Markets rebounded after the previous year’s slump, and the Federal Reserve appears to have reached the end of its interest-rate hikes. Within wealth management, there was ongoing consolidation within the RIA and insurance broker-dealer sectors. ...
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Wealth managers and financial advisors need to do more to track the future performance and related uncertainty of key asset classes to properly and more…
I see an incredible opportunity for US wealth managers to disrupt their industry. There are few industries left that do not have a dominant brand (or small group of brands).
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A Which? Money investigation has found financial advisers from the UK's biggest provider failing to comply with transparency rules on the disclosure of charges. Our 12 undercover meetings with advisers from St James's Place (SJP) also found some advisers misleading potential customers about the nature of their services, which are limited compared to those offered by independent financial advisers. SJP is a FTSE 100 company, and its 570,000 clients have £75.3 billion invested through the busine...
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Morgan Stanely, the largest wealth manager in the United States, will soon allow its 15,000... Magazine: Ethereum’s recent pullback could be a gift: Dynamo DeFi, X Hall of Flame
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