You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Cetera, the broker/dealer that launched a dedicated registered investment advisor channel last year, has acquired a $1.9 billion Lafayette, La.-based wealth management team into its wholly owned RIA channel Avantax Planning Partners. Darnall Sikes Wealth Partners’ six advisors and six support staff, which had been affiliated with Avantax’s broker/dealer, will join as employees of the Cetera-own ...

Core Insights - LPL Financial has welcomed financial advisors Jeffrey J. Wilson and Michael Sadowski from Wilson Peak Wealth Management, who will utilize LPL's broker-dealer and RIA platform to enhance their growth [1][5] - Wilson Peak Wealth Management manages approximately $150 million in advisory, brokerage, and retirement plan assets, transitioning from Wells Fargo Advisors [1][9] Company Overview - Wilson Peak Wealth Management, based in Upper Saddle River, New Jersey, was founded by Jeffrey J. Wilson, who has 20 years of industry experience [2] - The firm specializes in comprehensive financial planning services, focusing on tax and estate planning strategies for a diverse clientele, including professionals, retirees, and families [2] Service Philosophy - The firm emphasizes independence, allowing for tailored, premium service to clients, with a structured approach that includes a multiple-step client process and proactive communication [3][4] - Wilson highlighted the importance of having the freedom to choose technology and planning tools that best serve their clients, which is facilitated by LPL Financial's support for independent advisors [4] Industry Context - LPL Financial is recognized as one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and managing approximately $2.3 trillion in assets [7] - The firm offers a variety of advisor affiliation models and technology resources, enabling advisors to operate successful practices [7]

近日，以 "时光蕴远见新章" 为主题的京东财富·高端理财尊享之夜在北京举办。活动现场，京东财富邀 请了著名经济学家刘煜辉，向到场的百余位高客解读当下宏观经济发展趋势，探讨新周期下资产配置新 逻辑，并升级了京东财富"高客专属服务体系"，透露将深度集成京东集团生态资源，打造 "财富管理+" 生态服务新模式，为高净值人群提供全周期、多元化的财富方案。 宏大叙事决定着资本市场未来的演进 让投资有温度，超越单纯的财富增值，延伸至全方位的生活服务与圈层价值。京东财富通过"私享策略 会、高客研学、走进京东"等多元活动矩阵，搭建高端交流平台，助力客户拓展视野、沉淀资源。同 时，依托京东集团生态资源，京东财富为高客整合了从品质消费、健康管理到企业服务等一系列专属权 益。 未来，京东财富表示，将在持续强化资产配置与投研专业能力的基础上，进一步发挥京东集团在供应 链、科技、健康、物流等领域的生态优势，推动财富管理服务与客户生活、事业发展深度融合，在不确 定的环境中，与高净值客户共同追寻可持续的成长与价值。 对于2026年的资本市场与宏观趋势，中国首席经济学家论坛副理事长刘煜辉在主题分享中指出，当前全 球正处于AI产业革命从"修路" ...

Core Insights - India's wealth management industry is experiencing significant growth due to an underserved market, with an estimated $1.1 trillion held by top households, of which only $0.7 trillion is managed by registered wealth managers, leaving a $0.4 trillion gap in demand [1][4] - The demand for wealth management services is primarily driven by the increasing number of high-net-worth and ultra-high-net-worth individuals, with a notable rise in millionaire households, which have nearly doubled from 458,000 in 2021 to 871,700 in 2025 [11][12] Industry Overview - The wealth management sector is characterized by a limited number of service providers, with specialized wealth managers only meeting 11% of the demands from the top 1% of households [2][3] - The imbalance in service provision has attracted global banks and asset managers to enter the Indian market, seeking to capture affluent clients [3][4] Market Dynamics - The velocity of capital formation in India is outpacing the ability of institutions to develop advisory capabilities, prompting foreign investments and domestic banks to enhance their specialized services [4][5] - The serviceable wealth in India is projected to triple from $3 trillion in FY25 to $9 trillion by FY35, indicating a growing opportunity for wealth management firms [4] Competitive Landscape - Several international and domestic banks are actively pursuing growth in the wealth management sector, with firms like Sumitomo Mitsui Banking Corp. and Emirates NBD Bank exploring options to establish subsidiaries or acquire existing platforms [5][6] - Recent investments and acquisitions, such as State Street Corp.'s investment in Groww and Mizuho Financial Group's acquisition of KKR's stake in Avendus Capital, highlight the trend of firms seeking shortcuts to scale [7][8] Trends and Projections - The number of high-net-worth individuals in India has surged, driving demand for sophisticated wealth management services, with four Indian cities ranking among the top 10 globally for ultra-high-net-worth individuals [9][10] - The wealth management sector is witnessing a significant increase in deal activity, with a 46% year-on-year jump in deal volume in the first half of 2025, marking the most active period in over a decade [13][14] - The trend of consolidation in the industry is expected to continue through 2026, driven by competition for wealth management scale and the integration of public and private market products [16]

Core Insights - The article emphasizes the importance of planning for longevity in retirement income, highlighting that retirement plans should focus on living longer rather than just preparing for death [1] - The Purpose Longevity Pension Fund (LPF) is introduced as a unique investment vehicle in Canada that offers longevity-protected income, aiming to provide retirement income for life [2][3] Company Overview - Purpose Investments Inc. launched the LPF in 2021, which is currently the only retail mutual fund in Canada that offers longevity risk pooling [3] - The LPF is designed to mimic traditional defined benefit pensions, where those who pass away early subsidize those who live longer [5] Fund Structure and Features - LPF is structured to provide income for life, similar to defined benefit pension plans and lifetime annuities, but is offered as a mutual fund rather than an ETF [6] - The fund has two classes: "Accumulation" for individuals under 65 and "Decumulation" for those 65 and older, with a restriction that purchases cannot be made after age 80 [7] - LPF allows for monthly payments for life and offers flexibility for redemptions or additional investments, unlike traditional life annuities [8] Financial Performance - The fund's yield varies by age cohort, with the oldest cohort (1945-1947) projected to have a yield of 8.81% as of September 2025, while the youngest cohort (1960) is expected to have a yield of 5.81% [9] - As of September 30, the fund's asset allocation includes 49% equities, 41% fixed income, and 10% alternatives, with a management expense ratio (MER) of 0.60% for the Class F fund [10] Market Position - LPF has accumulated $18 million since its launch, with 500 investors participating in either the Accumulation or Decumulation classes [11] - The article notes that while LPF is a key player in Canada, the U.S. market has various products addressing longevity income, such as variable annuities with income options [12][13]

Core Points - The wealth management company's shareholders will receive a total of 6 euros in cash, which includes 2.60 euros worth of Deutsche Borse Group stock and a dividend of 20 European cents per Allfunds share [1]

The particular strategies that I manage—one is a global macro strategy, where I can invest in any of the main asset classes: equities, fixed income, commodities and currencies. I am very asset class-agnostic, as well as geographically agnostic. I invest in things through a value perspective. I like to find things that are down and out, in anticipation of that changing. I do believe that clients who already have exposure to large cap tech stocks, I have the opportunity to invest client money in other parts o ...

New York, New York--(Newsfile Corp. - January 21, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Wealthfront Corporation ("Wealthfront Corporation") (NASDAQ: WLTH) concerning potential violations of the federal securities laws.On January 13, 2026, Barron's reported that shares of Wealthpoint "dropped 14% Tuesday morning after the wealth management company reported quarterly earnings and provided data on Monday afternoon that showed some softening in asset flows in N ...

Core Themes in Wealth Management - Private markets have transitioned from niche to mainstream, with increased allocations to private credit, infrastructure, and sustainable assets driven by the need for enhanced yield and portfolio diversification in a changing interest rate environment [1][4] - There is a growing alignment between capital and purpose, with clients seeking investments that offer attractive financial returns alongside measurable social and environmental impacts, particularly in sustainable infrastructure and affordable housing [2][4] Evolving Client Demands - Client demand is increasingly focused on private and alternative assets, with a strong appetite for private credit, infrastructure, sustainable assets, real estate, and direct lending opportunities, making private markets core components of investment portfolios [4] - Clients are emphasizing investments that deliver both financial returns and positive social or environmental outcomes, particularly in the context of the transition to a low-carbon economy [4] Key Lessons for the Industry - Access and alignment are becoming more critical than product volume, as clients seek direct access, transparency, and the ability to tailor investments to their objectives, moving away from generic fund exposure [3] - The traditional distribution model is evolving towards origination-led approaches, where expertise and execution capability are key differentiators for providers [3]

Core Insights - CV Advisors, a wealth-advisory firm managing $15 billion, has hired Hailey Gordon from Bridgewater Associates as a portfolio manager, marking a significant addition to the firm [1][2] - The firm has experienced a 20% increase in assets under management and staff in 2025, reflecting the growing wealth and talent influx into South Florida [2] - CV Advisors aims to provide sophisticated investment services in a single family office style, catering to ultra-wealthy families and institutions [3] Company Developments - Hailey Gordon, with over six years of experience at Bridgewater and a background in derivatives sales at Barclays, joined CV Advisors in its Aventura office [2][3] - The firm currently works with 135 clients, focusing on those who prefer not to establish their own family office structures [2] - The hiring of Gordon is viewed as the most important since the firm's inception, emphasizing her economic expertise and macro thinking [2] Economic Outlook - The firm anticipates a "late cycle economy" in 2026, characterized by slowing growth and expensive US equities, which may lead to increased volatility [4] - Gordon and Dornbusch predict a decrease in long-term rates over time and express no concerns about inflation [4] - The economic situation is likened to a car running on momentum after the gas has been released, indicating a gradual slowdown [4]