Core Insights - LPL Financial Holdings Inc. is celebrating its 15th anniversary since its IPO, marking significant growth and innovation in the wealth management sector [1][4] - The company has adopted an advisor-first approach, focusing on making financial advice accessible to a broader audience [2][3] Company Growth and Achievements - LPL has nearly tripled its number of financial advisors from approximately 12,000 in 2010 to over 32,000 today [8] - The firm has grown its brokerage and advisory client assets at a compound annual growth rate (CAGR) of approximately 15%, increasing from around $300 billion in 2010 to over $2.3 trillion in 2025 [8] - LPL's stock price has appreciated at nearly a 20% CAGR, rising from $30 per share at the time of its IPO to more than $360 per share currently [8] Commitment to Advisors and Community - The CEO emphasized that advisors are central to LPL's business model, stating that their success directly correlates with the company's success [4] - LPL aims to empower advisors through cutting-edge technology and personalized solutions, reinforcing its mission to enhance access to financial advice for all [4][7] Event Details - The Nasdaq bell-ringing ceremony will take place on December 8, 2025, at 9:30 a.m. ET, celebrating LPL's journey and achievements [6]

Investment Recommendation - Bank of America recommends a 1% to 4% allocation to Bitcoin for its wealth clients [1] - 16,000 advisors are now able to recommend BTC to millions of high-net-worth (HNW) clients worldwide [1] Portfolio Strategy - The traditional 60/40 portfolio strategy is considered outdated [1]

Core Insights - SEI has completed the first stage of its strategic investment in Stratos Wealth Holdings, acquiring the U.S.-based Stratos business for approximately $441 million, which represents about 81% of the total transaction value [1] - The partnership aims to enhance the wealth management ecosystem by combining SEI's strengths in advice, asset management, and administration with Stratos' independent advisory platform [1] - Stratos operates a national network of over 350 financial advisors across 29 states, advising approximately $38 billion in client assets [1] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.8 trillion in assets as of September 30, 2025 [1] - Stratos Wealth Holdings supports independent financial advisors through flexible affiliation models and provides practice management consulting, operations, IT, and compliance services [1] Transaction Details - SEI will pay a total cash consideration of approximately $544 million for 57.5% of the equity of SEI-Eclipse Holding Company, with certain legacy Stratos equity holders retaining 42.5% [1] - The second stage of the transaction, involving the purchase of the Mexico-based NSC business, is expected to close in 2026, subject to regulatory approval [1]

When planning for a secure future, it’s very important to be clear about your wishes and to make sure loved ones understand your intentions. Join the Insights from Fidelity Wealth Management℠ team as we discuss the importance of holding conversations that can provide your family with greater peace of mind by avoiding surprises after you’re gone. We’ll also talk about actionable strategies that can help you pass on the wealth you've built. Specific topics we'll cover include: - Developing an estate plan and ...

bank of america's 15,000 wealth advisers start recommending bitcoin to $3.1 trillion in january 2026. not self-directed trading like vanguard. actual portfolio reviews where your adviser suggests 2% in ibit or fbtc. even 1% allocation from 10% of clients puts $3.1b into 4 approved etfs. blackrock's ibit about to eat harder than it already is ...

Core Viewpoint - 1832 Asset Management L.P. is enhancing the Marquis Investment Program by renaming it to Dynamic Integrated Portfolios and reducing fees, aiming to simplify the program and better serve clients [1][2]. Name Changes - The Marquis Investment Program will be renamed to Dynamic Integrated Portfolios effective December 5, 2025, with each underlying portfolio also receiving new names [2]. - New names include: - Marquis Balanced Income Portfolio to Dynamic Integrated Balanced Income Portfolio - Marquis Balanced Portfolio to Dynamic Integrated Balanced Portfolio - Marquis Balanced Growth Portfolio to Dynamic Integrated Balanced Growth Portfolio - Marquis Growth Portfolio to Dynamic Integrated Growth Portfolio - Marquis Equity Portfolio to Dynamic Integrated Equity Portfolio [2]. Fee Reductions - Management fees for select funds will be reduced by 0.10%, effective on or about December 5, 2025 [3][4]. - Specific fee changes include: - Dynamic Integrated Balanced Income Portfolio Series A from 1.70% to 1.60% - Dynamic Integrated Balanced Portfolio Series A, T from 1.75% to 1.65% - Dynamic Integrated Balanced Growth Portfolio Series A, T from 1.80% to 1.70% - Dynamic Integrated Growth Portfolio Series A, T from 1.85% to 1.75% [3][4]. Risk Rating Changes - Risk ratings for several funds will change effective on or about December 5, 2025, in accordance with the Risk Classification Methodology mandated by the Canadian Securities Administrators [5][6]. - Changes include: - Dynamic Conservative Yield Private Pool Class from Low to Medium to Low - Dynamic Global Equity Income Fund from Medium to Low to Medium - Dynamic Energy Evolution Fund from Medium to High to High [5][6]. Company Overview - Dynamic is a division of 1832 Asset Management L.P., offering a range of wealth management solutions including mutual funds and actively managed ETFs [7]. - 1832 Asset Management L.P. is a limited partnership, wholly owned by Scotiabank [7].

a 25,000 square foot mansion with 60 rooms and more than 40 staff. That's been a Harala family solution for staying close and keeping their clan fairly unified for almost 100 years, even as it expands to more than 165 family members. The Harelas built their fortune through a string of international hotels.Like many ultra-wealthy families, they're in the process of starting a family office to manage their finances and affairs. These officers can be as small as one trusted adviser or as large as a full team h ...

Bank of America Endorses Up to 4% Allocation of Wealth Management Portfolios to Crypto: Report► https://t.co/FdC0wTgQ62 https://t.co/FdC0wTgQ62 ...

PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that five financial advisor teams in the firm's Southeast region have been recognized by Forbes. The financial advisor teams named to the 2025 Forbes America's Top Wealth Management Teams Private Wealth list are: LongBernsteinGunderson (Philadelphia, New York City and Dallas): Ryan M. Long, Bradford Bernstein, Louise Gunderson, Nina Gunderson The Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Ka. ...

Oversea-Chinese Banking shares hit a fresh record as the wealth-management business outperforms, according to analysts. https://t.co/B0c1RG3zqw ...