William_Potter/iStock via Getty Images By James Picerno How valuable is diversification across asset classes for minimizing the blowback from the sharp declines in the US stock market? It depends. It depends on the particular time period of the market ...

Core Insights - Linscomb Wealth has launched The Linscomb Fellowship, a training program aimed at accelerating the careers of next-generation advisors and institutionalizing the firm's legacy of internal talent development [2][4]. Group 1: Program Overview - The Linscomb Fellowship is inspired by the residency model in medicine and law, combining credential support, technical training, and soft-skills coaching with real-world client exposure [3]. - The program currently has 12 participants in its inaugural cohort, focusing on immersive, team-based learning where mentorship and real client projects are integral [4][6]. - The fellowship aims to raise the standard for wealth advisors, emphasizing the development of advisors who can deliver lasting value to clients across generations [5]. Group 2: Impact and Future Prospects - The program has already led to early career advancements for several participants, highlighting its effectiveness in strengthening Linscomb's advisor bench and reinforcing a culture of internal leadership development [6]. - Future iterations of the fellowship may include additional tracks for experienced hires and formal certifications, maintaining its mission to cultivate high standards of advisor talent [7]. Group 3: Company Background - Linscomb Wealth is a fee-only wealth management firm founded in 1971, offering holistic investment and financial planning services for high-net-worth clients [8]. - The firm is a wholly owned subsidiary of Cadence Bank, which has a regional presence with over $55 billion in assets and a commitment to comprehensive banking and investment services [10].

Core Viewpoint - The partnership between 21Shares and Stratiphy marks a significant shift in the UK's regulatory stance on digital assets, allowing retail investors regulated access to crypto Exchange Traded Notes (ETNs) for the first time [1][2]. Group 1: Partnership and Product Offering - 21Shares has partnered with UK wealth management app Stratiphy to enable retail investors to buy and hold crypto ETNs following the Financial Conduct Authority's (FCA) lifting of its four-year ban on these products [1]. - Stratiphy will be the first UK wealth manager to list 21Shares' products, which include physically backed Bitcoin and Ethereum ETNs [2]. Group 2: Market Context and Demand - The FCA's decision represents a significant change in the UK's approach to digital assets, with 12% of UK adults already holding cryptoassets through largely unregulated platforms [4]. - Investor demand for digital assets is increasing, as highlighted by Daniel Gold, CEO of Stratiphy, who noted that this partnership will provide regulated access to crypto as soon as FCA approval is effective [3]. Group 3: Financial Performance and Growth - 21Shares manages over $11 billion in assets across 50 crypto exchange-traded products listed in Europe, with €26 billion worth of crypto ETPs traded on European exchanges in 2024, reflecting a 300% increase from the previous year [3]. - The regulated nature of these ETNs is expected to make them eligible for inclusion in ISA and SIPP portfolios, providing tax-efficient exposure to cryptoassets [5].

LOS ANGELES & SAN DIEGO--(BUSINESS WIRE)-- #California--UBS Global Wealth Management US announced that Wise River Advisors has been named to the 2025 Barron's Top 250 Private Wealth Management Teams list. ...

Are you ready to hand over control of your portfolio to artificial intelligence? Fahad Hassan, cofounder and CEO of AI-powered wealth management platform Range, thinks you should seriously consider it. Most Read from Fast Company Hassan’s five-year-old company is introducing “Rai,” a new proprietary AI wealth advisor that, he believes, will give a huge swath of American households access to the sophisticated advice and planning that was traditionally only accessible to those with sky-high net worths. “R ...

Core Insights - LPL Financial LLC has welcomed financial advisors Justin Flowers and Wally Bradley to its employee advisor channel, Linsco by LPL Financial, to establish Flowers-Bradley Wealth Management, managing approximately $320 million in advisory, brokerage, and retirement plan assets [1][9] Group 1: Team Background and Experience - The Flowers-Bradley team is based in the Atlanta Metro Area and has nearly 40 years of combined experience, having worked together for seven years [2] - The majority of their clients are either nearing retirement or just starting their financial planning journey [2] Group 2: Reasons for Transition - The team sought more autonomy and flexibility, prompting their move to LPL Financial for the next phase of their business [3] - They believe that the transition will enable them to offer more resources and value to their clients, allowing for customized solutions [5] Group 3: Support and Resources from LPL - LPL provides an integrated wealth management platform, robust business resources, and support from an experienced branch management team, which allows advisors to focus more on client relationships [4] - The firm offers innovative technology, comprehensive resources, and strategic business solutions to help advisors deliver personalized advice and exceptional service [6] Group 4: LPL Financial 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 1,100 financial institutions [7] - The firm services and custody approximately $1.9 trillion in brokerage and advisory assets for around 7 million Americans, providing a variety of advisor affiliation models and investment solutions [7]

Seven-figure salaries await those who manage the fortunes of the ultra-rich -- if they're lucky enough to be based in the US https://t.co/0e6jLVeIWk ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Mercer Global Advisors has purchased a Los Angeles-based wealth manager and tax consultancy specializing in entertainment and creative professionals. Denver-based Mercer, which oversees more than $83 billion in assets, will have Singer Burke’s RIA, SB Capital Management, and Singer Burke Zimmer & Kogan, an accounting, tax, business and financial consultancy, join its ultra-high-net-worth-focused ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. World Investment Advisors, a division of World Insurance Associates that offers wealth and 401(k) plan advice with about $56 billion in assets, has hired Edward Walters, a former chief operating officer and head of wealth management at Lincoln Financial Network, the broker/dealer subsidiary of Lincoln that was acquired by Osaic last year, as president. Walters replaces Troy Hammond, the firm’s c ...

Core Insights - OpenAI has agreed to purchase tens of billions of dollars worth of chips from Advanced Micro Devices (AMD), potentially acquiring up to a 10% stake in AMD over time, leading to a 30% surge in AMD shares [1] - The chips will provide a total computing power capacity of 6 gigawatts (GW), with an estimated development cost of $50 billion per GW, including chips and supporting infrastructure [2] - The announcement has positively impacted shares of AI and HPC-focused miners, with notable gains observed in companies like Bitfarms, IREN, Hive Digital, Cipher Mining, CleanSpark, and TerraWulf [3] Company Developments - Galaxy Digital has positioned itself as a key beneficiary in the AI and HPC infrastructure sector by converting its Helios campus into a large-scale AI/HPC data center, securing $1.4 billion in project financing for retrofitting [4] - Galaxy Digital signed a long-term lease with CoreWeave for up to 800 MW of compute capacity, contributing to its growth in the sector [4] - Following the AMD news and the launch of GalaxyOne, a new wealth management platform, Galaxy Digital's shares increased by 5% on Monday, with a year-to-date increase of 116% [5][6]