James Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at ...

Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purposeSAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across business model ...

Steven Cooper, the chief executive of the Aldermore Bank, is set to assume the role of chief executive at wealth manager Fairstone Group, reported Sky News. Cooper previously led C. Hoare & Co as CEO and joined Aldermore in May 2021. His career also includes a tenure at Barclays, where he progressed from an entry-level role to leadership positions overseeing various key business units. Cooper's expertise extends beyond the UK, with stints in both European and US markets, as well as time spent working in ...

Netwealth Group Ltd (Mineral Resources Ltd (NWL share price in focusThe ASX:NWL ) share price is up 8.5% since the start of 2025. At the same time, the ASX:MIN ) share price is 28.8% away from its 52-week high. This brief article explains why it could be worth adding NWL and MIN shares to your ASX investing stock watchlist.Founded in 1999, Netwealth is a wealth management firm that offers a platform for financial planners to manage their clients’ investments.As of 2024, Netwealth has over 140,000 account ho ...

Younger Gen Xers, by contrast, are still in the thick of budgeting challenges — juggling debt management, raising kids and saving for college — and often share planning needs similar to millennials.Older Gen Xers are typically focused on accelerating retirement savings, planning for the next life stage and, in many cases, managing inherited wealth as their parents age. With children often out of college, they may have more cash flow available.Some of those differences simply boil down to the different life ...

SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP® and Michael S. Lee, CEPA® have launched a new independent practice, Ox Road Capital, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $1.25 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS. Based in Greenville, S.C., ...

James Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at ...

UBS Global Wealth Management strategists are lifting their gold target for a fifth time this year, saying investor appetite remains strong for the precious metal. ...

In later court filings, Baneux details how he came up with the idea for the platform and how much time he spent developing it. That included seeking advice from, and putting “trust” in, industry participants such as banker DiPisa to help with the venture.Baneux, a former business development director and consultant for wealth manager Certuity, developed the platform from publicly available data and added proprietary overlays to measure things such as RIA growth rates and acquisition desirability. The firm p ...

Accessibility StatementSkip Navigation - Firm Names Stephen Lewis and Adam Geist Co-Heads of local office - HOUSTON, Sept. 11, 2025 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced two key leadership promotions in its Houston office: Stephen Lewis has been named Senior National Director, Co-Head of the Houston office and Head of National Client Experience, and Adam Geist has been named Managing Director and Co-Head of the Houston o ...