What if you could pay off your debt or purchase a home today with the money you’ll make postmortem? On this week's Financial Freestyle, host Ross Mac speaks with Craig Du Bruyn, Co-founder and CEO of Kaleido Life Insurance. Du Bruyn breaks down Kaleido's revolutionary service that allows users to borrow money from a point in the future when they’re at their wealthiest. To learn how you can benefit today from the money you’ll make in the future, check out this week's episode of Financial Freestyle. Listen an ...

Recruitment Strategy - Japan's largest bank is increasing recruitment of new graduates and experienced specialists [1] Market Focus - The bank aims to expand its presence in Japan's growing wealth management market [1]

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Company Overview - Stevens, Inc. is a family-owned and privately held boutique investment bank that has seen significant growth, increasing from 120 employees to nearly 1500 under previous leadership [3] - The company has reported a strong year, with a 24% increase in the number of M&A transactions advised on, and the dollar volume of transactions more than doubled compared to 2024 [4] Market Performance - The wealth management and insurance brokerage segments are performing well, providing a stable revenue stream alongside the more cyclical M&A and investment banking activities [6] - The current market environment is characterized by a strong performance, attributed to pro-growth deregulation policies and increased market clarity compared to earlier in the year [8] M&A Activity - There has been a notable uptick in M&A activity, particularly involving family-owned businesses selling to larger strategic firms, which has positively impacted fees [9] - Despite a decrease in pitch invitations, the overall sentiment regarding M&A remains optimistic, with expectations for continued strength in the sector [10][11] IPO Market - The IPO market has shown improvement, with the current year being the strongest since 2020-2021, driven more by fundamentals than speculative trends [11][12] - The average trading price of the 2025 IPO cohort is now 30% above the offering price, indicating a healthier market compared to previous years [13][14] Economic Outlook - The economic outlook appears strong, with expectations for interest rates to decrease by the end of the year, which could benefit both public and private markets [24] - There are mixed signals in the economy, with a weak labor market contrasted by rising consumer spending and investment from companies [25]

Lloyds Banking Group is considering buying out Schroders from their wealth management joint venture as CEO Charlie Nunn looks to deepen his bank’s ties with affluent customers. https://t.co/lF9uP3C5M6 ...

Core Insights - SEI has announced a strategic partnership with Graphene to enhance wealth management infrastructure for various financial entities in the U.K. [1][5] - SEI Ventures has made a strategic investment in Graphene, aiming to create sustainable growth engines in the wealth management sector [5][6] Group 1: Partnership Details - Graphene will implement the SEI Wealth Platform, providing clients with integrated wealth management infrastructure that allows for institutional-grade operations and technology [2][5] - The partnership aims to empower wealth managers by combining SEI's technology and operations with Graphene's secure digital infrastructure, enabling firms to focus on innovative strategies for growth [3][4] Group 2: Strategic Investment - SEI Ventures, SEI's venture capital program, focuses on investments that explore emerging frontiers in wealth management, with Graphene being a key addition [5][6] - The investment in Graphene is part of SEI's strategy to unlock access to new market segments and data-driven solutions for wealth managers [6] Group 3: Company Background - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.7 trillion in assets as of June 30, 2025 [6]

Core Insights - Tax planning is becoming a critical advisory service, with nearly 70% of high-net-worth clients prioritizing tax reduction, yet less than half of advisors currently offer this service [2][4] - The demand for integrated wealth management that includes tax strategy in every decision is increasing, shifting from a value-add to a necessity [5] - Advisors are facing evolving client inquiries regarding the impact of new tax laws on various financial aspects, indicating a need for more sophisticated tax planning [6] Industry Trends - Americans paid over $206 billion in capital gains taxes last year, highlighting the significant financial impact of tax planning [2] - A growing emphasis on transition management is noted, particularly when clients bring 401(k)s in-house, which can lead to substantial capital gains taxes if not managed properly [5] - Only 53% of advisors working with clients holding $5 million or more offer tax planning services, compared to just 38% for those with clients under $100,000 [7] Advisory Practices - Traditional tax planning methods are evolving from end-of-year tax-loss harvesting to more frequent management, such as monthly or weekly strategies [4] - Firms are hesitant to invest in the necessary expertise for effective tax planning, viewing it as a costly endeavor despite the potential for performance gains being eroded by taxes [4] - The need for advisors to adapt to the changing landscape of client expectations and regulatory impacts is emphasized, with a call for a more proactive approach to tax strategy [6]

Our fourth annual Top RIA list highlights firms with proven records of safeguarding and growing client wealth. Collectively, the 250 firms on this year’s ranking oversee more than $1.9 trillion in assets. https://t.co/HZzEQOe6eo https://t.co/4yaUay4BuI ...

Wealth Management Industry Trends - The number of family offices has increased significantly in recent years [1] - This growth reflects the rapid accumulation of wealth among the ultra-wealthy in the US, reminiscent of the Gilded Age [1]

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