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 ...

LPL Financial (NasdaqGS:LPLA) Q3 2025 Earnings Call October 30, 2025 05:00 PM ET Speaker5Good afternoon, and thank you for joining the third quarter 2025 earnings conference call for LPL Financial Holdings Inc. Joining the call today are Chief Executive Officer Rich Steinmeier and President and Chief Financial Officer Matt Audette. Rich and Matt will offer introductory remarks, and then the call will be open for questions. The company would appreciate if analysts would limit themselves to only one question. ...

Artificial intelligence tools are projected to radically alter the wealth management industry, with new platforms promising to help advisors expedite administrative work and sharpen investment planning. In certain use cases, tools like Jump AI and Motion are already making good on that promise. But the technology still has room for improvement in other applications. To find out where gaps remain, Financial Planning surveyed 250 advisors about the AI capabilities they most want — and still lack — in today' ...

Key Financial Results: Net loss was $30 million, translating to diluted loss per share ("EPS") of $0.37 This included $419 million, or $5.21 per share, of one-time acquisition costs incurred at the closing of the Commonwealth Financial Network ("Commonwealth") acquisition Adjusted EPS* increased 25% year-over-year to $5.20 Gross profit* increased 31% year-over-year to $1,479 millionCore G&A* increased 33% year-over-year to $477 millionAdjusted pre-tax income* increased 35% year-over-year to $569 million Ke ...

NASHVILLE, Tenn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Truxton Trust Company is pleased to announce that Jeffrey M. Laborde has joined its Board of Directors. Mr. Laborde brings more than three decades of experience in corporate finance, strategic advisory, and public accounting, with a distinguished career leading global technology businesses and advising boards at all stages of the corporate lifecycle. Mr. Laborde currently serves as Chief Financial Officer of JAGGAER LLC, a leading business spend and procur ...

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 ...