Growth Strategy - HSBC aims to double its assets under management (AUM) for wealthy individuals in the UK [1] - HSBC is accelerating growth plans for its UK wealth-management operations [1] Industry Focus - The wealth-management sector in the UK is a key area of focus for HSBC [1]

BNP said Hong Kong’s boom in IPOs is adding further momentum to its Asia wealth business https://t.co/Dbeuk9W3zc ...

Core Insights - LPL Financial LLC has welcomed financial advisor Brandon Dixon-James, who has approximately $250 million in advisory, brokerage, and retirement plan assets, to launch Resilient Wealth Management [1] - Resilient Wealth Management, founded by Dixon-James in 2020, focuses on providing personalized support to clients, primarily those nearing or in retirement [2] - Dixon-James emphasizes a holistic approach to wealth management, offering tailored advice and fostering strong client relationships [3] 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 provides a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run successful businesses [6]

Core Insights - LPL Financial has appointed Mike Holtschlag as Executive Vice President of Banking and Lending to enhance its banking and lending initiatives, aiming to drive growth and improve the full-service experience for advisors and investors [1][2] - The strategic focus of LPL on state-of-the-art banking and lending solutions aims to simplify and centralize services for advisors and investors, providing a comprehensive wealth management experience [2][3] 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, managing around $1.8 trillion in brokerage and advisory assets for about 7 million Americans [5]

Core Viewpoint - The article emphasizes the importance of combining financial, technical, and macroeconomic analysis to support clients and develop investment theses [1]. Group 1: Company Analysis - The company focuses on identifying both short-term trends and long-term investment opportunities to enhance portfolio growth and mitigate risks [1]. - Various valuation methods and modeling techniques are utilized to assess the growth and value of companies [1]. Group 2: Industry Insights - The content highlights the role of registered investment advisors in providing informed opinions and analyses that can guide investment decisions [3]. - It underscores the necessity for investors to conduct their own research and consult qualified financial professionals before making investment choices [3].

Investment Trends - Investors are increasingly focused on minimizing dues [1] - The desire to minimize dues is transforming wealth management [1] - This trend is impacting the concept of passive investing [1] Market Dynamics - The scale and speed of this transformation are noteworthy [1]

Let's talk about it with Mark Dolman. He is helping professional athletes manage and invest their money. He just had a client get drafted, by the way, in the first round of the NBA last night. He's got a pair of first rounders in the NBA from a year ago.And Mark is on set with us. He is a managing director at creative planning which is itself interesting because I don't think of creative planning and Peter and all the great team that you guys have as financial planners being in the sports world but there's ...

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 - Ameriprise Financial has $1.5 trillion in total assets under management, administration, and advisement[7] - Ameriprise Bank, FSB holds over $24 billion in assets[8] - The company has $198 billion life insurance in force[8] - Ameriprise Financial's market capitalization has increased from $8.8 billion at spin-off to $46.4 billion[8] Financial Performance - Advice & Wealth Management contributed 65% to the company's pretax adjusted operating earnings in 2025, amounting to $3.263 billion[19, 85] - Asset Management accounted for 19% of pretax adjusted operating earnings in 2025, totaling $955 million[19, 92] - Retirement & Protection Solutions represented 16% of pretax adjusted operating earnings in 2025, which is $742 million[19, 85] - The company's adjusted operating earnings excluding annual unlocking were $3.681 billion in the trailing twelve months ending March 31, 2025[88] - Ameriprise Financial returned $12.2 billion of capital to shareholders over five years[22] Wealth Management - Wealth Management client assets reached $1.023 trillion in 2025[44] - Wealth Management pretax adjusted operating earnings were $3.263 billion in 2025[44] - Wealth Management adjusted operating net revenue was $11.0 billion in 2025[44] Columbia Threadneedle Investments - Columbia Threadneedle has $657 billion in Assets Under Management and Advisement[56]

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]