Core Insights - LPL Financial has acquired a minority ownership stake in Private Advisor Group, enhancing strategic alignment and enabling innovation and advisor growth [1][2][3] - The partnership aims to expand resources for practice management and succession planning, supporting advisors in sustaining their businesses long-term [1][4] - Private Advisor Group will continue to operate independently while leveraging the strengths of LPL and Merchant to create new opportunities for advisors [5] Company Overview - Private Advisor Group, founded in 1997, manages over $41.3 billion in assets as of June 30, 2025, focusing on improving financial outcomes for individual investors and supporting independent financial advisors [6] - LPL Financial is among the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and managing approximately $2.3 trillion in assets on behalf of around 8 million Americans [8] - Merchant Investment Management provides growth capital and strategic guidance to independent financial services companies, managing over $300 billion in assets across 125 partner firms [10]

Core Insights - Longstreet Wealth Management has joined LPL Financial's broker-dealer and Registered Investment Advisor platform, managing approximately $175 million in advisory, brokerage, and retirement plan assets [1][9] - The team consists of Taylor Graves and Wayne Pierson, who bring nearly four decades of combined experience and serve a diverse client base including retirees, small business owners, farmers, ranchers, and entrepreneurs [2] Client Relationship Approach - The team emphasizes a personal touch and genuine empathy in client interactions, aiming to help clients navigate uncertainties and fears while maintaining balanced expectations [3] - By intentionally serving fewer clients, the team can build deeper relationships and provide thoughtful care [3] Reasons for Choosing LPL Financial - Longstreet Wealth Management sought greater flexibility and advanced technology for their clients, leading them to align with LPL [4] - The integration of LPL's technology platform with their existing customer relationship management software is expected to enhance efficiency and client experience [5] - LPL Financial offers more robust options in the alternative investments space, which is an attractive feature for the team [6] LPL Financial Overview - LPL Financial Holdings Inc. is 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 brokerage and advisory assets [8]

"No one picks their RIA because they've got extra fiduciary liability if they do something bad," said Michael Kitces, the longtime planner, writer and entrepreneur from Kitces.com, AdvicePay, the XY Planning Network and Focus Partners Wealth. "You pick your advisor because you think they're going to do something good and work with you effectively in the first place. To me, the growth of the RIA model has very little to do directly with the fiduciary obligation, per se, and it's simply, 'Look, there's one mo ...

Core Insights - Cresset, a nearly $200 billion multifamily office and wealth manager, is expanding its presence in Atlanta and establishing a new office in Jackson Hole, Wyoming, by adding a wealth advisory team from Goldman Sachs [1][2] - The new team managed over $1.8 billion in assets at Goldman Sachs and will focus on ultra-high-net-worth families, entrepreneurs, and C-suite executives [2] - Cresset has recently completed a merger with Monticello Associates, which manages over $124 billion in assets, and the integration has been described as a successful cultural and strategic fit [3] Company Developments - The new team includes Jamie Gilbert, Jean Wright, and Max Ripans, with Gilbert taking on the role of managing director and wealth advisor at Cresset [4][5] - Wright will also serve as a managing director in private wealth client services, while Ripans will be an associate investment analyst [5] - The team specializes in tax and estate planning, as well as wealth management, and will split their time between the Atlanta office and the new Jackson Hole location [5] Industry Context - Cresset's expansion strategy mirrors that of other large Registered Investment Advisors (RIAs) like Creative Planning, Mariner, and Captrust, which have made significant acquisitions to enhance their institutional and 401(k) practices [4]

Wealth managers are stuffing their menus with more offerings than a Cheesecake Factory, but clients aren’t biting. While advisory firms continue working to become one-stop shops, clients know what they like and are sticking to it, according to a recent Cerulli report. Advisors reported offering six out of the 11 major planning services — such as estate planning, tax preparation, insurance, elder care planning and more — but clients use fewer than three of these services, on average. The gap stems from the ...

第一，跨境特色，全球视野。来自深圳、香港等地的大湾区顶尖金融机构将齐聚深圳，聚焦全球资产配 置、跨境财富管理等前沿议题进行探讨，契合国际财富管理中心的最新定位。 第二，业态聚合，多元视角。来自银行、证券、公募基金、保险、信托、理财公司、私募基金和会计师 事务所、家族办公室等各领域的受邀嘉宾共赴盛会，从资产端到资金端、从政策端到市场端，多维度拆 解财富管理行业痛点，为行业转型提供全业态解决方案。 第三，议题务实，干货满满。2025年湾区财富大会共设置4个主题演讲、1场圆桌论坛、2场主题讨论 会，从供需两端深度剖析财富管理行业趋势，将为大湾区居民的财富增值、大湾区财富管理行业的未来 转型方向提供切实可行的思路。 21世纪经济报道记者 黄子潇 深圳报道 十一月的深圳，暖日和煦，风清湾蓝。 11月20日（周四），2025湾区财富大会将于深圳会展中心（福田）9号馆举办。大会由21世纪经济报 道、深圳金博会运营发展有限公司联合主办，相关主题活动环节贯穿全天。 作为第十九届金博会的重要主题论坛之一，2025年湾区财富大会有三大核心看点： 圆桌对话"新共识：重估时刻的多元配置新视野"中，招银理财跨境投资部总经理郭枫、中银香港 ...

Core Insights - The wealth management industry is undergoing unprecedented transformation due to the rapid development of artificial intelligence and digital technologies, reshaping the competitive landscape through smart advisory, big data analysis, customer service, and risk management [1] Event Details - The event titled "Reconstructing the Value Chain: The Future of AI, Data Tools, and Wealth Management" will be held on December 5, 2025, in Beijing, providing a platform for industry elites to share experiences and explore collaboration opportunities [2] - The agenda includes registration, opening remarks, keynote speeches on the role of AI in financial digital transformation, and a discussion among industry leaders, followed by a Q&A session and a self-service lunch [2] Wealth Management Solutions - LSEG offers market-leading data, powerful digital tools, and actionable insights that empower wealth advisors and investors to make confident decisions [6] - The wealth management workflow solutions provide insightful digital tools and features that help advisors access information in real-time, enhancing their efficiency [8] - The wealth data solutions are flexible and intuitive, offering leading market data, advanced analytics, and a customer-centric experience [9] Investor Experience - Recent research highlights five ways to attract investors and build competitive advantages, focusing on the data, insights, and digital experiences that investors require, including digital assets, index strategies, social media for investment ideas, and market outlooks [11] Expertise and Coverage - LSEG provides unparalleled data coverage and workflow-centric solutions for the wealth management community, supported by over 700 dedicated employees with more than 30 years of experience and over 50 global partners [13]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. St. Louis-based Matter Family Office and Denver-domiciled IWP Family Office have decided to combine to create a multifamily office under the Matter name, overseeing more than $10 billion in client assets.   The combined firm launches with backing from private equity investor BW Forsyth Partners. The new firm will have more than 90 employees working in St. Louis, Denver and Dallas/Fort Worth ...

The Mather Group (TMG), a wealth management firm serving individuals and families in the US, has announced a wealth management partnership in Northern California with Napa Wealth Management (NWM), a registered investment advisor based in Napa Valley. NWM has just under $300m in assets under management. This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families with sophisticated planning and advisory requirements in the region. Accord ...

Wolfe Research Wealth Symposium November 13, 2025 Disclaimer Forward-Looking Statements This presentation may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that involve significant risks, assumptions, and uncertainties, including statements relating to the market opportunity and future business prospects of Stifel Financial Corp., as well as Stifel, Nicolaus & Company, Incorporated and its subsidiaries (collectively, "SF" or the "Company"). T ...