UBS promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1 after serving as chief operating officer for the business over the last two years, according to an internal ... ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Embedded AI tax platform april has launched a new integrated tax platform built specifically for wealth management and advisory firms. The platform purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process. “Advisory firms are looking for ways to deliver high-quality tax analysis without building or scaling ...

BIP Wealth, an Atlanta-based RIA, has received a minority investment from Constellation Wealth Capital (CWC) to support its growth objectives. The partnership is intended to assist BIP Wealth in expanding both its organic and inorganic growth efforts. The firm manages more than $5.5bn in assets. In 2025, the firm saw $725m in new organic assets under management and projects higher figures for 2026 with the backing of CWC. It also expects CWC’s advisory support to help scale operations while maintaining ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Integrated Partners, a Boston-based registered investment advisor and office of supervisory jurisdiction of LPL Financial, has launched a private wealth division focused on guiding business owners through exit strategies. The new division will offer small business owners and their families financial planning, tax strategy, insurance and family office services, the firm announced Tuesday. Integr ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Constellation Wealth Capital’s latest minority investment is with BIP Wealth, the Atlanta-based $5.5 billion RIA. According to Constellation, the stake will bolster BIP’s M&A pipeline in the Southeast and beyond. According to BIP Wealth co-founder and CEO Bill Harris, the firm’s partnership with Constellation “will open new doors of growth in our business that will benefit our clients and our ent ...

智通财经APP获悉，香港立法会秘书处资料研究组最新发布的《数据透视》显示，根据最新估算， 截至2025年年底，在香港营运的单一家族办公室已达3384间。研究数据显示，截至2024年年底，香港资 产及财富管理规模达35.14万亿港元，较2017年显著增长45%。与此同时，业界最新估计香港拥有17,215 名超高资产净值人士，数字在全球城市中排名第二，仅次于纽约，为家族办公室服务带来稳健需求。调 查显示，37%的在港单一家族办公室已营运超过11年，反映行业发展已有一定基础。 在税务优惠政策方面，中国香港与新加坡均提供税务宽减予合资格家族办公室，而香港政策一般被 视为更具弹性，包括不设预先审批要求及本地投资规定。 （责任编辑：王治强 HF013） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 资金来源方面，研究显示，香港家族办公室源自亚太区的离岸资产达1.29万亿美元(约10.1万亿港 元)，其中源自内地的金 ...

Alcohol Industry - The global alcohol industry has experienced a "structural change," resulting in a loss of $830 billion in market value since 2021, which is a 46% decline from its peak in June 2021 [2][7] - The downturn is particularly significant among Gen Z consumers, with 21.5% of legal-age adults in this group not consuming alcohol at all, and 39% drinking only occasionally [3] - The rise of the "sober curious" movement and the popularity of GLP-1 weight-loss drugs are contributing to this shift, leading major companies like Diageo and Pernod Ricard to see their shares drop to decade lows [3][7] - Non-alcoholic beverage sales have surged by 30% last year, prompting traditional alcohol brands to adapt their long-term business strategies [7] Software and Services Sector - The U.S. software and services sectors have lost approximately $2 trillion in value since October, driven by an "AI Scare Trade" where investors are selling firms perceived as vulnerable to automation [4][7] - Companies like Salesforce, Adobe, and Intuit have seen significant declines in their stock prices, with Salesforce dropping 30% in 2026 and Adobe and Intuit falling 25% and 40% respectively [4][5] - The launch of advanced AI tools has intensified market panic, leading to indiscriminate selloffs in sectors like legal services and insurance brokerage [5] Wealth Management Sector - The wealth management sector has been impacted by the introduction of AI-enabled tools, such as Altruist's "Hazel," causing significant stock declines for firms like Raymond James Financial and Charles Schwab [6][7] - Analysts suggest that the selloff reflects fears of massive fee compression and a permanent shift in market share away from traditional advisors due to AI applications [6] Broader Market Trends - The market sentiment has shifted from "buying AI winners" to "fleeing AI losers," affecting various sectors including private credit and real estate brokerage [7] - Real estate and private credit markets are also facing challenges, with companies like CBRE Group experiencing a 16% drop in valuation as investors question the future of human-led services [8] - Alternative asset managers like Blackstone and KKR have seen declines between 13% and 24% this year due to concerns over their exposure to the struggling software sector [8]

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Week's Best: This Is Hazel, the AI Tool That Rocked Markets - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.---# Week's Best: This Is Hazel, the AI Tool That Rocked Markets## Here's our weekly roundup of the most-read articles at Barron's Adv ...

For years, loading up on the biggest US technology stocks delivered a steady stream of riches — and avoiding them was a surefire ticket to the unemployment rolls. In 2026, the opposite has been true. Mutual fund managers who cut exposure to the volatile tech stocks that have roiled markets this year have been on a tear. Nearly 60% of large-cap mutual funds are outperforming their benchmarks, the highest share since 2007, according to data from Goldman Sachs Group Inc. Large-cap core and growth managers ha ...