Core Insights - LPL Financial LLC has welcomed financial advisor Brandon Dixon-James, who has approximately $250 million in advisory, brokerage, and retirement plan assets, to launch Resilient Wealth Management [1] - Resilient Wealth Management, founded by Dixon-James in 2020, focuses on providing personalized support to clients, primarily those nearing or in retirement [2] - Dixon-James emphasizes a holistic approach to wealth management, offering tailored advice and fostering strong client relationships [3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custody approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6] - LPL provides a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run successful businesses [6]

Core Insights - LPL Financial has appointed Mike Holtschlag as Executive Vice President of Banking and Lending to enhance its banking and lending initiatives, aiming to drive growth and improve the full-service experience for advisors and investors [1][2] - The strategic focus of LPL on state-of-the-art banking and lending solutions aims to simplify and centralize services for advisors and investors, providing a comprehensive wealth management experience [2][3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions, managing around $1.8 trillion in brokerage and advisory assets for about 7 million Americans [5]

Core Insights - Raymond James Ltd. has entered a strategic collaboration with FNZ to enhance its wealth management systems and improve client and advisor experiences nationwide [1][4] - The partnership will utilize FNZ's integrated wealth management platform, featuring AI-driven tools and advanced digital capabilities [2][3] - Raymond James plans to invest approximately $1 billion globally in fiscal year 2025, focusing on technology upgrades and cybersecurity [5][8] Investment and Technology Strategy - The collaboration with FNZ represents a significant investment in modern infrastructure aimed at improving efficiency and personalization in wealth management [2][3] - The new platform will provide advisors with a user-friendly interface, enhancing client interactions and offering real-time capabilities [3][4] - The investment aligns with Raymond James' goal to establish itself as a leader in financial technology and innovation [5][8] Market Position and Performance - The strategic investment reinforces Raymond James Ltd.'s position as a preferred choice for top advisors in Canada, emphasizing innovation and client service [4] - In the past three months, shares of Raymond James have increased by 6.4%, which is lower than the industry average rise of 13.2% [6]

Core Insights - LPL Financial LLC has welcomed financial advisor Jason Wyatt, who has approximately $180 million in advisory, brokerage, and retirement plan assets, to launch Wyatt Wealth Management [1] - Wyatt has over 30 years of experience in the financial industry and focuses on providing personalized wealth management services, particularly for clients nearing or in retirement [2] - The move to LPL Financial allows Wyatt to regain independence and offer non-proprietary investment products, enhancing the client experience [4] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custody approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6] - LPL Financial provides various advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run successful businesses [6]

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]

Core Insights - LPL Financial reported a total advisory and brokerage assets of $1.85 trillion at the end of May 2025, reflecting an increase of $66.6 billion or 3.7% from April 2025 [1][4] - The company experienced total organic net new assets of $6.5 billion in May, which corresponds to a 4.4% annualized growth rate, despite a planned separation from misaligned large OSJs impacting the figures [2][4] - Client cash balances decreased to $49.2 billion, down by $2.6 billion or 5.0% compared to April 2025, with net buying activity recorded at $13.5 billion [3][4] Advisory and Brokerage Assets - Advisory assets reached $1,021.6 billion, up 4.4% from April 2025 and 26.2% year-over-year [4] - Brokerage assets totaled $832.9 billion, marking a 2.9% increase month-over-month and a 26.8% increase year-over-year [4] - Total advisory and brokerage assets increased by 3.7% month-over-month and 26.5% year-over-year [4] Organic and Acquired Net New Assets - Organic net new advisory assets were $8.3 billion, while organic net new brokerage assets were negative at $(1.8) billion [4] - Total organic net new assets for May were $6.5 billion, compared to $6.1 billion in April 2025 [4] - There were no acquired net new assets reported for both advisory and brokerage segments [4] Client Cash Balances - Total client cash balances decreased to $49.2 billion, a 5.0% decline from April 2025 [3][4] - Insured cash account sweep decreased by 5.1%, while deposit cash account sweep saw a slight decline of 0.9% [4] - The total bank sweep cash balance was $44.0 billion, down 4.1% month-over-month [4] Market Drivers - The S&P 500 Index increased by 6.2% to 5,912 at the end of May 2025, while the Russell 2000 Index rose by 5.2% to 2,066 [4]

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].