Open, candid, and honest discussion about asset growth of record holders, the importance of convergence, artificial intelligence, and more. Source link

HSBC has opened a new wealth center in Manhattan's Hudson Yards as the bank repositions its wealth management and private banking business to cater to a global client base. Over the past few years, HSBC has closed 228 of its 250 branch locations in the US. destroyed its mass market retail banking business to focus…

The Internal Revenue Service has ended its annual Dirty Dozen campaign, which it bills as the “worst of the worst” tax scams. The latest scams in the series leave a lot to unravel. To round out the series, the agency highlights schemes that clearly target high-net-worth individuals, including fake charities seeking to take advantage of…

The Carson Group, the $35.5 billion RIA founded by Ron Carson, has named a new chief financial officer and controller in the latest shakeup of its executive suite. Daniel Applegarth joins Carson from Orion Advisor Solutions, where he spent the past 18 years overseeing finance for technology and wealth management businesses. He steps into the…

In this episode of Focused on the Future, Suzanne Siracuse talks with Brian Seymour, director and founder of Prosperitage Wealth about why his unique social media videos are really resonating with clients, the lessons he's learned since starting his RIA him and the significant influence of his coaches. has had in his career. Specifically, Brian…

Hello and welcome to this week's edition of 401k Real Talk. This is WealthManagement.com's Fred Barstein Omnichannel RPA Contributing Editor & CEO at TRAU, TPSU & 401kTV – I Review everything from the past week's stories and pick out the most relevant and interesting ones offering an open honest and frank discussion that you wouldn't…

These funds saw the most activity over the past 30 days. Source link

Independent financial advisors often wear multiple hats – business owner, office support, administrator, marketer, etc. While this can be a point of pride that advisors can juggle so many things, it also means that they are not given the time to really work on customer service or their business. There's no better time than now…

The volume of total hedge fund assets in the market hit a record in the first quarter of 2024 at $4.3 trillion, according to a new report from Chicago-based research firm HFR. The amount represents an increase of $190 billion from the fourth quarter of 2023 and was driven by strong earnings and net asset…

The National Football League Players Association has selected Chase R. Crump as registered player financial advisor. Crump is a partner in Shreveport, La.-based WFA. The firm is affiliated with RFG Advisory, a hybrid registered investment adviser based in Birmingham, Ala., with approximately $3.8 billion in AUM. Connected: NFL Players Association Names UBS “Institutional Financial Advisor”…