SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera. Based in Cincinnati, Ohio, the team is led by Patrick Burke, CPA® and Matt Tarka, AAMS®, CRPS®. The company started as an accounting firm over 40 years ago and expand ...

新浪财经主办、银华基金独家合作的"第二届金麒麟最佳投资顾问评选"活动火热进行中！ 我国财富管理行业迈入超级大年，随着居民理财意识逐渐升华，中国财富管理行业已经迎来高增长周 期，投资顾问作为财富管理"最后一公里"的引路人，其触达客户、沟通客户、服务客户的属性直接影响 着全民资产配置的走向。在此背景下，投资顾问面临哪些机遇和挑战？他们该如何"修炼内功"？ 基于此，新浪财经与银华基金共同打造"金麒麟最佳投资顾问评选"品牌活动，寻找优秀投资顾问，赋能 投顾IP建设，共建展业平台！金麒麟最佳投资顾问评选活动旨在为投资顾问提供一个展示形象、扩围服 务、提升能力的舞台，为优秀投资顾问与大众投资人搭建沟通对话的桥梁，助推中国财富管理行业健康 发展。 西部证券财富管理部副总经理郑舒丽受邀成为本次大赛评审委员会评委。 郑舒丽表示，人工智能时代，AI与智能工具是财富管理业务升级、重塑核心竞争力的关键抓手，随着 技术迭代创新和应用领域的不断拓展，持续加强数智平台建设和融合应用，共同推动AI在财富管理领 域的深度渗透与价值创造，是优势深耕，构建智能化运营闭环，助力实现财富目标的重要路径。 在谈到券商财富管理发展，郑舒丽称当前随着财富管 ...

Goldman Sachs is targeting Australians with A$100 million for its wealth management business. This week’s Bloomberg Australia Podcast looks at what that means for the private wealth space, and how the less well-off can boost their coffers. https://t.co/l6YuEuqTQq ...

Noah Holdings (NOAH) Q2 2025 Earnings Call August 27, 2025 08:00 PM ET Company ParticipantsDoreen Chew - Senior IR DirectorZhe Yin - Co-founder, Director, CEO & Chairman of Gopher Asset ManagementQing Pan - Group Chief Financial OfficerNanxin Peter Zhao - VP - Product DesignConference Call ParticipantsHeqing (Helen) Li - Equity Research AnalystXueqing Zhang - AnalystOperatorI would now like to turn the conference over to Doreen Chew, Senior IR Director. Please go ahead.Doreen ChewThank you. Good morning, an ...

Noah Holdings (NOAH) Q2 2025 Earnings Call August 27, 2025 08:00 PM ET Speaker0I would now like to turn the conference over to Doreen Chew, Senior IR Director. Please go ahead.Speaker1Thank you. Good morning, and good afternoon, and welcome to Noah's Second Quarter and half year twenty twenty five earnings conference call. Joining me today, we have Ms. Wang Jinbo, the Co Founder and Chairlady Mr. Sandra Ying, Co Founder, Director and CEO and also Mr.Greg Tang, CFO. Mr. Yin will begin with an overview of our ...

Noah Holdings (NOAH) Q2 2025 Earnings Call August 27, 2025 08:00 PM ET Speaker0I would now like to turn the conference over to Doreen Chew, Senior IR Director. Please go ahead.Speaker1Thank you. Good morning, and good afternoon, and welcome to Noah's Second Quarter and half year twenty twenty five earnings conference call. Joining me today, we have Ms. Wang Jinbo, the Co Founder and Chairlady Mr. Sandra Ying, Co Founder, Director and CEO and also Mr.Greg Tang, CFO. Mr. Yin will begin with an overview of our ...

SHANGHAI, Aug. 27, 2025 /PRNewswire/ -- Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net- worth investors, today announced that on August 27, 2025, a subsidiary of the Company committed to subscribing for certain interests in a private credit digital yield fund with a total capital commitment of ...

SHANGHAI, Aug. 27, 2025 /PRNewswire/ -- Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net-worth investors, today announced its unaudited financial results for the second quarter of 2025.Starting from the fourth quarter of 2024, the Company has adopted a refined segment reporting structure to discl ...

Core Insights - Noah Holdings Limited has released its H2 2025 CIO Report, highlighting the impact of geopolitical shifts and technological disruption, particularly from AI, on capital markets, suggesting a transition to technology-driven deflation logic [1][2][3] Wealth Management Trends - The Report emphasizes the importance for high net worth investors to understand "technology-driven deflation" to facilitate wealth transfer across generations [2][3] - A dual-track economic structure is proposed, balancing persistent structural inflation and deep structural deflation driven by technology [7][8] Investment Strategy - The Report introduces a multi-layered asset allocation model that balances practicality, foresight, and flexibility, focusing on inflation-hedged assets, deflation-hedged assets, and bridge assets [3][7] - Wealth managers are encouraged to move away from traditional debt-driven frameworks to harness the deflationary dividends of technology [3][7] Economic Implications - Technology-driven deflation is expected to unlock productivity gains, becoming a key source of future value creation [7][8] - Virtual assets, such as Bitcoin, are projected to play a critical role in the future financial landscape amid technology-driven deflation [8] Company Overview - Noah Holdings, founded in 2005 and listed on NYSE in 2010, operates in over 30 cities across 9 countries, serving approximately 400,000 high-net-worth clients globally [4][5] - The company has developed an integrated business model covering wealth management, asset management, and financial services, with cumulative asset allocation exceeding RMB 1 trillion [5][6]

SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and join LPL from Wedbush Securities. Based in Houston, Skyward Financial was founded and is led by Matthew Houston, Lynn Houston and Ross Stripling. The team of six advisors have over 200 years of combine ...