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]

SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 billion of ass ...

CIBC Private Wealth Group高级能源交易员Rebecca Babin：随着市场消化能源基础设施并非伊朗首选报 复目标的迹象，原油价格正在回落。 有迹象表明，美国可能事先收到了袭击的警告，这表明此番袭击更像是一种挽回面子的举动，而非真正 的升级。 ...

从政策红利到产业实践，中国金融开放正从量的扩容迈向质的深化。6月18日，在2025陆家嘴论坛上， 金融监管总局局长李云泽为外资机构勾勒出政策优化、科技金融与财富管理等多维度的发展蓝图。他透 露，金融监管总局正在大力推进金融资产投资公司股权投资、科技企业并购贷款等试点，不断探索科技 金融发展新路径；支持外资机构在理财投资、资产配置、保险规划等领域加大布局。外资机构迎来深耕 细分领域、共享发展红利的战略机遇期。 政策环境持续优化升级 "无论国际风云如何变幻，中国金融业扩大高水平开放的决心不会改变，构建互利共赢金融发展格局的 决心不会改变，推动建立更加包容的国际金融体系的决心不会改变。"在2025陆家嘴论坛上，李云泽 以"三大决心"锚定中国金融业高水平开放方向。 在政策层面，他强调，近年来，金融监管总局着力健全规则、规制、管理、标准体系，完善准入前国民 待遇加负面清单管理模式，银行保险领域的限制性措施已经基本取消。下一步，将大力复制推广自贸 区、自贸港扩大制度型开放的经验做法，支持外资机构参与更多金融业务试点。对标国际高标准经贸协 议中金融领域相关规则，探索在更宽领域、更大幅度上加大开放力度。 同日，《关于支持上海 ...

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning ...

Core Insights - Metalpha Technology Holding Limited announced the successful completion of the LSQ Investment Fund SPC – Next Generation Fund I SP, achieving a net asset value (NAV) performance of 375.5% over its two-year investment period, significantly outperforming Bitcoin by 67.3% [1][2]. Company Performance - The Fund, managed by Metalpha's subsidiary LSQ Capital Limited, commenced trading in late March 2023 and concluded in March 2025, demonstrating exceptional investment outcomes through market insight and risk management [2][3]. - The CEO of Metalpha highlighted the company's commitment to delivering strong investment outcomes and creating significant value for investors [3]. Strategic Developments - Following the Fund's lifecycle, Metalpha will transfer its 40% equity interest in NextGen Digital Venture Limited to Mr. Jason Huang, which is expected to strengthen strategic cooperation and ensure continued excellence in fund management [3]. - NextGen Digital Venture Limited has launched Fund II to focus on crypto-related equity investments, indicating a commitment to capturing opportunities at the intersection of crypto and traditional finance [5]. Company Overview - Metalpha Technology Holding Limited is dedicated to providing digital asset-focused wealth management services and aims to lead in this field with a robust, institutional-grade platform [6].

高能从现代产业体系、空间布局和发展服务环境三个维度介绍了静安的优势与活力。在现代产业体系方面，商贸服务、金融服务和专业服务三大传统产业构 建起静安经济版图的硬核支柱，数据智能、文化创意和生命健康三大新兴产业则培育着静安未来发展的新质动能。在空间布局方面，静安依托南京西路高端 服务集聚带、苏河湾滨水商务集聚带、中环两翼创新创意集聚带，构建立体化产业生态圈，推动各类金融机构精准布局，集聚发展。在发展环境方面，静安 把企业的获得感作为出发点和落脚点，为金融机构提供从落户发展开始的全流程服务。 近期，静安区先后成立了全球服务商"一站式"出海服务中心、静安跨境金融服务中心，发布了"全球服务商计划"出海服务包，并打造出海全链路服务矩阵， 为企业全球化布局装上加速引擎。 展望未来，静安始终敞开怀抱，以开放的生态、创新的土壤，与企业携手构建AI驱动、全球化协同的财富管理新范式，共同绘制开放、智能、可持续的行 业蓝图。 上证报中国证券网讯（陈铭 记者 严晓菲）6月12日，以"新科技 新金融 新生态"为主题的中金财富2025财富管理发展论坛在上海中国金融信息中心举行。上 海市静安区投资促进办公室副主任高能致辞表示，科技革命重塑全 ...

Equitable (EQH) 2025 Conference June 11, 2025 11:25 AM ET Speaker0 There you go. Okay. Alright. Good morning, everybody. Before we get started, for important disclosures, please see the Morgan Stanley research disclosure websites at www.morganstanley.com/researchdisclosure. Taking photographs and use of recording devices is also not allowed. If you have any questions, please reach out to your Morgan Stanley sales representative. So with that out of the way, so we're privileged to have Robin Roger, the CFO o ...

Core Points - Brookfield Wealth Solutions announced the approval of all business items at its annual general and special meeting of shareholders held virtually [1] - All five nominees for the board of directors from both class A and class B shares were elected [2] Election Results - Class A shareholders voted as follows for the five nominated directors: - Dr. Soonyoung Chang: 23,747,124 votes (99.17% for, 0.83% withheld) - William Cox: 22,970,300 votes (95.92% for, 4.08% withheld) - Michele Coleman Mayes: 23,696,733 votes (98.96% for, 1.04% withheld) - Lars Rodert: 23,273,435 votes (97.19% for, 2.81% withheld) - Anne Schaumburg: 23,678,628 votes (98.88% for, 1.12% withheld) [3] - The holder of class B shares voted all 24,000 shares in favor of the five nominated directors: Barry Blattman, Gregory Morrison, Lori Pearson, Sachin Shah, and Jay Wintrob [3] Additional Approvals - All other matters presented at the meeting were approved by shareholder vote, with a summary of the votes to be available on EDGAR and SEDAR [4] Company Overview - Brookfield Wealth Solutions focuses on securing financial futures through retirement services, wealth protection products, and tailored capital solutions [5]

- Dual Recognition Underscores Binah’s Unmatched Commitment to Leadership and Operational Excellence -NEW YORK, June 06, 2025 (GLOBE NEWSWIRE) -- In a release issued under the same headline on Thursday, June 5th by Binah Capital Group (Nasdaq: BCG), please note that the last sentence of the first paragraph has been revised. The corrected release follows: Binah Capital Group, Inc. (“Binah Capital”) (NASDAQ: BCG), a financial services enterprise supporting the growth of independent financial advisors, today a ...