Core Insights - In 2025, over 80% of equity fund users of JD Wealth achieved profitability, indicating strong performance in a challenging market environment [1][3] - JD Wealth aims to enhance its core capabilities in "products, services, and pricing" through systematic upgrades and the integration of AI technology [1][3] - The company reported significant growth in various asset management categories, with equity holdings increasing by 82%, index fund holdings by 105%, stable income+ holdings by 206%, and personal pension holdings by 241% year-on-year [1][3] User Performance - Despite a structural market in A-shares in 2025, 58.6% of retail investors did not achieve profits, contrasting with JD Wealth's 84% profitability rate among equity fund users and an average return of 15% for personal pension users [1][3] TAMP Model Development - JD Wealth is actively exploring the TAMP (Total Asset Management Platform) model, with 210,000 new clients added in 2025, a 52% repurchase rate, an average holding period of 235 days, and nearly 88% of clients holding profitable positions [1][3] Future Initiatives - The company plans to upgrade TAMP core capabilities through KYC (Know Your Customer) and behavioral analysis for precise targeting, KYP (Know Your Product) for asset selection, and dynamic asset allocation in account management [2][4] - JD Wealth has introduced the AI Wealth Manager "Jing Xiaobei" to partner financial advisors, transitioning from standard to personalized services, integrating features like position optimization and market analysis [2][4]

2025 年，京东财富业务与合作伙伴携手把握行情机遇，规模增长数据亮眼：权益保有规模同比增长 82%，指数基金保有规模同比增长 105%，稳健固收 + 保有规模同比增长 206%，个人养老金保有规模 同比增长 241%。三方行业调研数据显示，2025 年虽然A股出现了结构性行情，但58.6% 的股民未盈 利；而京东财富披露的数据显示，2025 年其权益基金用户盈利比例高达 84%，个人养老金用户平均收 益率15%；专业服务成效显著。 经济观察网 1月8日，京东财富相关负责人在"2026京东财富和TA的朋友们"活动上表示，在资本市场高 质量发展的新阶段，财富管理行业势必从"货架模式"迈向"资产配置与用户服务的投顾模式"，而且通过 AI的充分应用，投顾的智能化必然实现服务从"千人一面"走向"千人多面"，这是京东财富跟所有合作伙 伴共同发力的重点。 ...

Goldman Sachs and BNY Pershing just swiped right on client referrals. BNY, the world’s largest custodian, is preparing to launch a matchmaking program that would pair RIAs that use its services with retail customers, according to a December filing. Its Advisor Match service will compete with well-established services from competitors like Fidelity and Charles Schwab. Not to be outdone, Goldman Sachs also entered the referral fray, offering its retail clients to major RIA customers; Creative Planning, Merc ...

For years, the wealth management industry has steered by a single north star: moving "upstream." The logic is simple: To boost profitability and avoid commoditization, firms must focus on the complex, lucrative market of high and ultrahigh net worth clients. Experts often argue that the largest firms — those with the means to offer one-stop shop service to their wealthiest clients — are best positioned to execute on that strategy. And at first glance, that appears to be the case. Among the industry's bi ...

Group 1 - EP Wealth Advisors has acquired Capital Insight Partners (CIP), a wealth management firm managing assets exceeding $730 million [1] - The acquisition will see nine professionals from CIP join EP Wealth, with co-founder Susan Anastasiadis becoming senior vice president [1][2] - This transaction marks EP Wealth's first acquisition in 2026, following a previous acquisition of Clearview Wealth Advisors [2][4] Group 2 - Clients of CIP will retain their existing advisors while gaining access to expanded planning resources and a larger team of experts [2][3] - EP Wealth operates as a fee-only registered investment advisor with over 63 locations across 23 states, reporting assets under management of over $40.5 billion as of September 30, 2025 [3]

Apella Wealth has purchased the wealth management arm of PBMares, with operations based in Williamsburg, Virginia. Financial specifics of the deal remain undisclosed. PBMares Wealth Management is an independent registered investment advisory firm, with a focus on “personalised” financial advice. The acquisition is expected to provide Apella with additional resources and planning capability and brings in new personnel to support client services. Apella president Jim Scanlan said: “We are thrilled for t ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Mercer Global Advisors, a Denver-based registered investment advisor with approximately $92 billion in client assets, closed on two acquisitions at the end of 2025, capping the firm’s most active acquisition year to date. Mercer has acquired Long Run Wealth Advisors, a Lake Placid, N.Y.-based firm with about $640 million in assets under management, expanding its footprint in upstate New York. L ...

Core Viewpoint - The development of pension financial products has expanded significantly, with a projected scale exceeding 100 billion yuan by the end of 2025, indicating a robust growth in the third pillar of pension finance [1][3]. Group 1: Market Performance - By the end of 2025, the total scale of pension financial products is expected to reach 106.3 billion yuan, with 51 products issued by 10 financial subsidiaries [1][3]. - The average annualized return of pension financial products in 2025 is projected to be 3.94%, with 10 products exceeding 5% [1][3]. - Notably, two products, "Xingyin Wealth Management Anyu Five-Year Closed No. 2 Pension Financial Product" and "ICBC Wealth Management Yixiang An Pension Financial Product (22GS5100)," have annualized returns exceeding 6% [3]. Group 2: Product Concentration - Among the 51 products, 7 have scales exceeding 5 billion yuan, collectively accounting for nearly half of the total market size [4][5]. - The only product exceeding 10 billion yuan is "Zhaoyin Wealth Management Zhaorui Yiyang Ruiyuan Stable Five-Year Closed No. 3," with a scale of 10.135 billion yuan [5]. - The majority of products are classified as "fixed income+" with a focus on stable returns, reflecting a conservative investment strategy [5]. Group 3: Industry Challenges - The industry faces challenges in maintaining yield resilience in a declining interest rate environment and overcoming product homogenization [1][10]. - The upcoming maturity of the first batch of pilot products in 2026 will serve as a critical test for the industry, assessing the performance and fund flow of these products [7][8]. Group 4: Future Development - The future of the pension financial market is expected to evolve from competition based on individual products to an ecosystem characterized by diverse resources and specialized development [13]. - The industry must focus on high-quality development, emphasizing absolute return generation capabilities and comprehensive service integration into residents' pension planning [13].

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Registered investment advisors Cerity Partners and Carson Group have made their first deal announcements of the year, marking an already acquisitive start for wealth managers. Cerity announced Tuesday that Austin Private Wealth would be joining the RIA, bringing $1.4 billion in assets under management.  APW was founded in 2006 by Raoul Célèrier and Dan Kraus with Ameriprise, but transitio ...

Atlanta, GA, Jan. 01, 2026 (GLOBE NEWSWIRE) -- SafeWater Investment Management, a full-service financial planning firm focused on helping affluent families grow and manage their wealth, is celebrating its two-year anniversary following two years of steady growth. The firm has expanded its client base and advisory capabilities while maintaining a disciplined, process-based approach to wealth management designed to support long-term financial outcomes. Craig Jennings and Owen Blank SafeWater Investment Mana ...