李家超指出，今年9月，香港发布了固定收益及货币市场发展路线图。该路线图旨在吸引一级市场发 行、提升二级市场流动性、拓展离岸人民币业务，并打造新一代金融基础设施，为全球投资者提供更多 资产配置选择，助力企业在复杂环境中筹集资金。 亚洲基础设施投资银行（AIIB）近日宣布将在香港设立办事处。李家超表示，香港将依托其金融多元 性为亚投行提供融资、投资管理等全方位服务，这成为"一国两制"下香港与内地市场联动的又一范例。 面对当前复杂的国际环境，李家超强调了香港的稳定性。他指出，如今，地缘政治不确定性加剧、市场 波动频繁、技术革新迅猛。香港根基稳固，是可靠的合作伙伴。香港为寻求资产多元化、降低风险的全 球投资者与企业，提供稳定的发展环境、清晰的政策导向，以及信心与机遇。 李家超同时介绍了香港金融市场的多项积极进展。他提到，香港金融市场持续向好，在首次公开募股 （IPO）方面，今年以来香港的IPO融资额超260亿美元，全球排名第一，已有80家企业完成主板上市。 为此，香港特区政府正推进上市制度改革，优化海外公司融资环境，并推广以人民币计价的股票交易。 此外，在数字资产领域，香港也将探索促进代币化市场在安全可控的环境下可持 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. MAI Capital Management has named a new leadership team following the completion of an acquisition it sealed in August for Los Angeles-based Evoke Advisors, which more than doubled MAI’s assets under management and added about 100 additional employees. MAI said on Monday that its AUM now stands at $65 billion, as managed by its 600 employees and led by CEO and Chairman Rick Buoncore. Th ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. HB Wealth, an Atlanta-based RIA integrator with $29 billion in assets, has lifted a five-person team managing nearly $15 billion in assets from J.P. Morgan. As a result, HB, which rebranded from Homrich Berg in August, will open an office in Charlotte, N.C., where the team is located.  HB Wealth CEO Thomas Carroll said one of the RIA firm’s top strategic initiatives is to grow its presence ...

Barron's Advisor Read More This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Private-Equity Firm Combines Businesses To Form Wealth Management Juggernaut Newly reconstituted Wealthspire will have $580 billion in client assets in private accounts and retirement plans. By Da ...

US-based wealth management solutions provider AssetMark Financial has unveiled its plans to acquire Efficient Advisors, owned by Fiduciary Services Group (FSG). Efficient Advisors brings approximately $3bn in client assets into AssetMark’s national registered investment adviser (RIA) platform. The transaction is expected to close in the fourth quarter of 2025, subject to regulatory approvals, necessary consents and customary closing conditions. AssetMark said the acquisition expands its presence within ...

交易概述 - Fortress Wealth Group在第三季度减持了27,140股First Trust Mid Cap Core AlphaDEX Fund，估计价值为330万美元 [1][2] - 此次减持后，该公司仍持有11,107股FNX，期末价值为140万美元 [2] - FNX在该公司13F报告资产中的占比降至0.6% [3] 基金表现与特征 - FNX截至周五的股价为124.39美元，过去一年上涨8%，表现逊于同期上涨近20%的标普500指数 [3] - 该基金资产管理规模为12亿美元，股息收益率为0.9% [4] - FNX采用AlphaDEX®方法论，从纳斯达克美国600中盘指数中定量筛选成分股，投资于美国中盘股 [5] 投资策略分析 - Fortress Wealth Group的减持行为被视为投资组合的再平衡调整，而非完全撤离股市 [6] - 减持可能反映了战术性资产轮动，转向大盘股或创收资产，因其主要持仓包括VUG、VTV和FBND等基金 [7] - VUG是其最大持仓，价值4100万美元，占资产管理规模的17.7%；VTV价值2830万美元，占比12.2% [8] 行业与市场背景 - 对于长期投资者而言，FNX仍是投资中盘股领域的有纪律的方式，但其近期表现凸显了因子驱动策略在动量主导市场中的挑战 [9] - 中盘股通常指市值在20亿至100亿美元之间的公司 [10] - 交易所交易基金是在交易所交易的投资基金，持有分散化的资产组合 [11]

ALPHARETTA, Ga.--(BUSINESS WIRE)--UBS Wealth Management today announced the hiring of Financial Advisor Daryl Holmes in Alpharetta, Georgia. Daryl and his team join the UBS South Market, which is led by Market Executive Greg Achten and is part of the firm's Southeast Region, led by Regional Director Julie Fox. Daryl reports to Market Director Sterling Zerbe. "Daryl brings decades of experience to UBS and we are pleased to welcome an advisor of his caliber to our team,†said Greg Achten, South M. ...

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. David Nason: How TIAA's Wealth Management Business Plans to Keep Growing TIAA, the retirement-plan behemoth, also has a wealth management business with more than $200 billion of assets an ...

核心观点 - LPL Financial宣布降低其多个咨询平台的费用并简化定价结构 旨在为顾问和终端客户节省成本 并提升平台竞争力 [1][4] 定价调整概述 - 费用削减和定价简化将于2026年7月1日生效 涉及Strategic Asset ManagementSAM和Model Wealth PortfoliosMWP咨询项目 以及Guided Wealth PortfoliosGWP平台上的终端客户 [2] - 此次定价更新基于行业从经纪业务向咨询业务的广泛转变 公司近80%的有机净新增资产流入咨询解决方案 [3] - 此次调整建立在过去两年通过定价优化已为顾问及其客户返还近5000万美元节省的基础上 [3] 平台具体优化措施 - SAM平台针对管理至少7500万美元咨询资产的顾问降低管理费 资产达到2.5亿美元时费用全免 较之前的5亿美元门槛显著提升 [9] - MWP平台的顾问付费定价在10万至50万美元账户范围内降低高达40% [9] - GWP平台的终端客户支付平台费从35个基点降至25个基点 [9] 公司背景与行业地位 - LPL Financial是美国增长最快的财富管理公司之一 支持超过32,000名财务顾问和约1,100家金融机构的财富管理业务 [7] - 公司代表约800万美国人托管和服务的经纪与咨询资产规模约为2.3万亿美元 [7]

Wealth management solutions provider Osaic has added US-based Four Pillars Investment Management to its independent advisor network. Four Pillars is the most recent advisor group to transition to Osaic from Commonwealth. Other such additions include Virtus Wealth Solutions, Gallagher Financial Services, and Hinck Private Wealth Management. Led by investment advisor John T Evans, Four Pillars brings around $143m in assets to Osaic. Other members of the Four Pillars team include Pamela Evans, who serves a ...