SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025. Total organic net new assets for November were $6.7 billion, translating to a 3.4% annualized growth rate. This included $0.1 billion of assets from First Horizon Bank that onboarded in Nove ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Veater Financial Group, a California-based wealth manager overseeing approximately $1.1 billion in assets under advisement, has moved from independent broker/dealer Osaic’s 1099 to W-2 employee channel.  Founder and President George Veater made the move with an eye toward speeding growth and succession planning, according to the announcement. Veater has been an advisor since 1986 and found ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Advisor360°, which has, since its launch in 2019, been thought of largely as an all-in-one wealth management platform for enterprises, including large independent broker/dealers and RIAs, has announced an artificial intelligence-native platform rewrite allowing its deployment to teams or firms of any size. This new AI-native Wealth Operating System, as Advisor360° is calling it, is meant to ena ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Osaic Inc. has hired Shannon Reid from competitor Raymond James as its next president and head of advisor growth and engagement. She will assume the role on Jan. 12 as part of what Osaic billed as an organizational realignment that began in July.  Reid joins Osaic from a role as president of Raymond James Financial Services in a move first reported by WealthManagement.com on Monday. She ha ...

ORANGE COUNTY, Calif. & LOS ANGELES--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that Wise River Advisors, a Private Wealth Team in the firm's Los Angeles, California office, has been named to Forbes America's Top Private Wealth Management Teams list for 2025. Wise River Advisors ranked #10 nationally, marking the fourth consecutive year that the team has been named to the list. With advisors in Los Angeles, Orange County and beyond, Wise River Advisors provides comprehensi. ...

Deals in the wealth management space surged in the third quarter and are expected to continue climbing in the new year https://t.co/kdpVGgPr1O ...

Crypto bank Anchorage acquires Securitize's wealth management unit https://t.co/fD8vBhNzyZ ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bill Morrissey, the head of the independent channel at Atria Wealth Solutions, has exited the firm, as LPL Financial continues to integrate the business in the wake of its acquisition, according to regulatory filings.  In recent months, LPL has been pruning Atria’s executive ranks via layoffs, according to published reports. Morrissey and an LPL spokeswoman did not return requests for comm ...

The initial public offering (IPO) of robo-advisor Wealthfront drew a tepid response on Wall Street with the company’s stock rising only 1.36% in its market debut. Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential Shares of the innovative wealth management company ...

Core Viewpoint - Bitcoin has not fulfilled its "digital gold" promise in 2023, but there remains optimism about its long-term potential as a store of value, with industry experts suggesting it is still in the early stages of its development [1]. Group 1: Bitcoin Performance - Bitcoin has experienced a significant decline, falling over 40% from its record price of over $126,000 in October, largely due to market volatility and external economic pressures [3]. - In contrast, gold has seen a substantial increase, trading around $4,300 per ounce, which is up nearly 62% year-to-date, highlighting its status as a preferred store of value among investors [2]. - Year-to-date, Bitcoin is down over 6%, while the S&P 500 has risen over 15%, indicating Bitcoin's underperformance compared to traditional equities [2]. Group 2: Market Dynamics - The recent weakness in Bitcoin's price is attributed to volatility in the equity market and excessive leverage within the cryptocurrency market [4]. - Market observers have set a target price of $500,000 for Bitcoin, correlating with it capturing half of gold's market cap, suggesting a potential maturation as a store-of-value asset [5]. - The overall market for stores of value is expected to grow, driven by increasing government debt and monetary expansion, which could lead to even higher Bitcoin valuations, potentially reaching $1 million [6].