Core Insights - LPL Financial LLC has welcomed financial advisor Jason Wyatt, who has approximately $180 million in advisory, brokerage, and retirement plan assets, to launch Wyatt Wealth Management [1] - Wyatt has over 30 years of experience in the financial industry and focuses on providing personalized wealth management services, particularly for clients nearing or in retirement [2] - The move to LPL Financial allows Wyatt to regain independence and offer non-proprietary investment products, enhancing the client experience [4] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custody approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6] - LPL Financial provides various advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run successful businesses [6]

Ameriprise Financial Overview © 2025 Ameriprise Financial, Inc. All rights reserved.to © 2025 Ameriprise Financial, Inc. All rights reserved. 2 Ameriprise Financial – a strong, successful company continually innovating to serve clients' needs exceptionally well Forward-looking statements The forward-looking statements in this presentation reflect management's expectations about future events, plans and performance. These forward-looking statements and the many assumptions upon which they are based involve r ...

Group 1 - HSBC UK has reduced its financial advice fee for premier customers to 1% from 2.75%, with a minimum charge of £960, as part of a promotional discount until the end of the year [1][9] - The rationale behind this move is to enhance offerings for "mass affluent" clients, coinciding with the relaunch of its Premier account in February 2025 [2][9] - The minimum asset requirement for accessing the premier investment management service has been lowered from £250,000 to £100,000, and a switching incentive has been introduced for new premier customers [3][9] Group 2 - HSBC UK Private Banking has adopted the Addepar platform to improve services for ultra and high net worth clients [4] - In mainland China, HSBC is expanding its wealth business through lifestyle-focused centers and acquisitions, including Citigroup's retail wealth arm [4] - Over the past six months, HSBC shares have increased by 19.7%, which is lower than the industry's growth of 24.6% [5]

Core Insights - LPL Financial LLC has welcomed financial advisors Mike Trudeau, Matt Merrick, Ben Ollila, and Ben Prchal to its platforms, bringing approximately $220 million in advisory, brokerage, and retirement plan assets [1][2][3] Group 1: Advisor Background and Experience - The advisors have a combined experience of three decades in the financial industry, with Trudeau, Merrick, and Ollila collaborating since 2009, while Prchal joined the industry in 2021 [2] - The team focuses on a holistic approach to financial planning, particularly for clients nearing or in retirement [2][3] Group 2: Strategic Partnership and Independence - The advisors chose to partner with Strategic Wealth Group and LPL Financial to enhance client experience without corporate constraints [3][4] - By going independent, they aim to provide tailored financial services that align with clients' long- and short-term goals, leveraging LPL's technology and capabilities [4] Group 3: Additional Services and Support - The partnership with Strategic Wealth Group grants access to an in-house team of tax professionals, allowing for integrated financial planning, accounting, and estate planning services [4] - LPL Financial supports over 29,000 financial advisors and manages approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6]

SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 billion of ass ...

伴随5月新一轮存款利率下调，居民钱袋子"站"在了投资十字路口：理财、保险、证券市场，如何选 择？一波财富新知正加速走来。此外，在政府真金白银促消费政策刺激下，居民的消费意愿如何被进一 步撬动，也备受不同类型金融机构关注。 为助力金融机构接住这一波"富贵"，提升金融消费者对市场新信息的了解，南都·湾财社近期推出"理财 新知""投保新知""消费金融新知"等系列栏目，基于当前居民金融消费新需求新思考，拆解不同类型金 融机构服务新趋势，把脉财富增长新机遇。 理财新知： 存款迁移推升理财规模 行业监管新政"在路上" 存款利率进入"1"字头，居民存款正加速向新阵地转移。 央行数据显示，5月末非银存款单月增加近1.2万亿元，同比多增300亿元，创下近十年同期新高。东吴 证券首席经济学家芦哲认为，与下行的存款利率相比，资管产品的吸引力在提升，推动居民和企业存款 向非银机构迁移。 银行理财正成为"存款特种兵"的新"战场"。据中信证券测算，2025年5月银行理财规模上升3400亿元至 31.77万亿元，月末时点规模较2025年4月末提升约0.20万亿元（2020年-2024年5月月末平均增长0.10万 亿元）。"二季度以来，理财 ...

从政策红利到产业实践，中国金融开放正从量的扩容迈向质的深化。6月18日，在2025陆家嘴论坛上， 金融监管总局局长李云泽为外资机构勾勒出政策优化、科技金融与财富管理等多维度的发展蓝图。他透 露，金融监管总局正在大力推进金融资产投资公司股权投资、科技企业并购贷款等试点，不断探索科技 金融发展新路径；支持外资机构在理财投资、资产配置、保险规划等领域加大布局。外资机构迎来深耕 细分领域、共享发展红利的战略机遇期。 政策环境持续优化升级 "无论国际风云如何变幻，中国金融业扩大高水平开放的决心不会改变，构建互利共赢金融发展格局的 决心不会改变，推动建立更加包容的国际金融体系的决心不会改变。"在2025陆家嘴论坛上，李云泽 以"三大决心"锚定中国金融业高水平开放方向。 在政策层面，他强调，近年来，金融监管总局着力健全规则、规制、管理、标准体系，完善准入前国民 待遇加负面清单管理模式，银行保险领域的限制性措施已经基本取消。下一步，将大力复制推广自贸 区、自贸港扩大制度型开放的经验做法，支持外资机构参与更多金融业务试点。对标国际高标准经贸协 议中金融领域相关规则，探索在更宽领域、更大幅度上加大开放力度。 同日，《关于支持上海 ...

So, uh, for people who are watching who want to know, uh, what they might do with their money, let's suppose people don't know about private wealth management and they're not really that financially sophisticated. What do you think the average person, middle class person should do with his or her money. So, I think uh, if you're an average person, depending on your age, you should always keep in cash or something safe as much money as you need for a couple of months of your expenses, 2, three, four months.A ...

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning ...

高能从现代产业体系、空间布局和发展服务环境三个维度介绍了静安的优势与活力。在现代产业体系方面，商贸服务、金融服务和专业服务三大传统产业构 建起静安经济版图的硬核支柱，数据智能、文化创意和生命健康三大新兴产业则培育着静安未来发展的新质动能。在空间布局方面，静安依托南京西路高端 服务集聚带、苏河湾滨水商务集聚带、中环两翼创新创意集聚带，构建立体化产业生态圈，推动各类金融机构精准布局，集聚发展。在发展环境方面，静安 把企业的获得感作为出发点和落脚点，为金融机构提供从落户发展开始的全流程服务。 近期，静安区先后成立了全球服务商"一站式"出海服务中心、静安跨境金融服务中心，发布了"全球服务商计划"出海服务包，并打造出海全链路服务矩阵， 为企业全球化布局装上加速引擎。 展望未来，静安始终敞开怀抱，以开放的生态、创新的土壤，与企业携手构建AI驱动、全球化协同的财富管理新范式，共同绘制开放、智能、可持续的行 业蓝图。 上证报中国证券网讯（陈铭 记者 严晓菲）6月12日，以"新科技 新金融 新生态"为主题的中金财富2025财富管理发展论坛在上海中国金融信息中心举行。上 海市静安区投资促进办公室副主任高能致辞表示，科技革命重塑全 ...