I always say that the robots are going to need programmable internet money — is that time here? In today’s "Crypto for Advisors" newsletter, Peter Gaffney from Inveniam explains how AI agents will be able to interact with cryptocurrencies and stablecoins and manage investments. Then, in "Ask an Expert", Bryan Courchesne from DAiM provides insights into the trends he’s seeing with investors in the market. Thank you to our sponsor of this week's newsletter, Grayscale. – Sarah Morton Unknown block type " ...

In portfolio management, adoption has been more measured. Machine learning has long aided quantitative hedge funds, but traditional private banks are still learning to embed these tools into day-to-day portfolio construction. The change, Gujar notes, is pragmatic rather than revolutionary; AI is starting to support research synthesis, risk analysis and optimisation, though human oversight remains essential.‘We’re also seeing tangible productivity improvements in middle office roles. One UK financial advice ...

Let’s party like it’s 1995. Active management and old-school stock picking could be poised for a comeback after nearly 30 years of passive dominance. Higher interest rates, greater stock dispersion and heightened volatility are providing the “key ingredients” for active investors to potentially outperform markets, according to T. Rowe Price. In fact, the tide may be turning, with active management becoming more important than ever, said Monica Dwyer, CFP with Harvest Financial Advisors. “Portfolio managem ...

财富增长策略 - 通过快速简单的任务可改善财务状况 每项任务仅需五分钟即可完成 但对银行账户能产生巨大影响 [1][2] 储蓄自动化 - 建议设置发薪日从支票账户到储蓄账户的自动转账 以此方式无需思考即可进行储蓄 [3] - 初始金额可小 但应在安全情况下尝试增加转账金额 以尽可能多地存钱 [3] 费用捆绑与降低 - 服务提供商通常为捆绑多项产品的客户提供更低费率 例如将汽车保险和租房保险合并至单一供应商 [4] - 联系互联网提供商询问是否提供有线电视、网络和移动电话的套餐优惠 降低账单可释放更多资金用于偿债或储蓄 [4] 支出追踪与管理 - 银行或金融机构可能提供工具用于查看、追踪和管理财务信息及经常性支出 可利用这些工具监控数月内的消费去向并寻找可削减的领域 [5] - 个人可能对杂项物品的支出金额感到惊讶 这反而可转化为储蓄机会 [5] 信用卡使用控制 - 信用卡常是债务的主要成因 建议在日常消费中谨慎使用 除非计划用于特定购买 否则应将信用卡留在家中以避免诱惑 [6] - 养成支付现金的习惯可确保不超支 [6] 投资基金费用审视 - 投资费用会随时间侵蚀回报 许多投资者未意识到这一点 此处特指投资基金本身收取的内部费用 而非顾问费或资产管理成本 [7]

Swiss wealth management group Julius Baer has secured the regulatory clearances to open a new branch of Bank Julius Baer Europe (Julius Baer Europe) in Lisbon, Portugal, in the last quarter of this year. Julius Baer Europe has a footprint in several major cities, including Madrid, Dublin, Barcelona, and Milan. According to the firm, the new Lisbon office will be situated at Avenida da Liberdade 196, and will provide services to ultra-high and high-net-worth clients in the country through a team based loc ...

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. Ryan Parker: What Financial Advisors Can Learn From EP Wealth's Rapid Growth The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pur ...

The traditional wealth management and private banking world, much of which is hard-bitten and twice shy when it comes to cryptocurrency investing, is under mounting pressure again to deliver digital assets to wealthy clients, particularly in crypto hotspots like Dubai, Switzerland and Singapore. Swiss software firm Avaloq, which serves many private banks and wealth managers, examined high net worth (HNW) investing attitudes in the UAE (based on surveys of 3,851 investors and 456 wealth professionals condu ...

核心事件 - Ameriprise Financial从Oppenheimer & Co招募了一个管理超过16亿美元客户资产的16人财富管理团队The Atlantic Group [2] - 该团队位于佛罗里达州博卡拉顿将加入Ameriprise的雇员顾问分支渠道 [2] - 此次人事变动发生于2025年10月28日 [2]

SAN DIEGO, Oct. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Edge Wealth Advisory Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. With offices located near the Austin, Texas area in Granite Shoals and Gonzales, the team consists of father-son duo John Edgecomb and Robb Edgecomb, CFP®, CRPC ...

Different strokes for younger folks. Kids entering adulthood today have different priorities than older generations. Every meal gets a photo, books are listened to instead of read, and job-hopping is expected. The same goes for money management, as Gen Z prefers a more DIY approach. The group, born from 1997 through 2012,  is the only one that trusts self-directed platforms more than financial advisors, according to research from SIFMA and KPMG. That doesn’t mean they don’t want guidance, but advisors wi ...