Wealth Management Industry News

A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.

gurufocus.com - Tanager Wealth Management LLP
Tanager Wealth Management LLP
Value Investing

Tanager Wealth Management LLP recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31. The 13F report details which stocks were in a guru's equity portfolio at the end of the quarter, though investors should note…

reuters.com - Lananh Nguyen - Goldman Sachs CEO touts bank performance as some investors balk
Goldman Sachs CEO touts bank performance as some investors balk
Reuters

NEW YORK, Jan 27 (Reuters) - To listen to Goldman Sachs Group Inc (GS.N) chief executive David Solomon, the bank is doing 'great,' while skeptical investors wonder what comes next. Days after Goldman reported disappointing profits that sent shares…

theglobeandmail.com - Clare O’Hara - CI Financial's grand plans for U.S. expansion leave Canada behind
CI Financial's grand plans for U.S. expansion leave Canada behind
The Globe and Mail

Please log in to bookmark this story. Create Free Account Across from the East Hotel, where Miami's rich, young and beautiful party nightly at a rooftop bar called Sugar, CI Financial Inc. CIX-T chief executive officer Kurt MacAlpine is building…

reuters.com - Lewis Krauskopf - Wall St Week Ahead Recession fears pose challenge to energy shares after stellar year
Wall St Week Ahead Recession fears pose challenge to energy shares after stellar year
Reuters

NEW YORK, Jan 27 (Reuters) - A potential U.S. recession and tough comparisons to a stellar 2022 are weighing on the prospects of energy stocks delivering an encore to last year's stunning run, despite valuations that are seen as still comparatively…

fortune.com - Orianna Rosa Royle - How to prepare for a potential layoff: With recession looming, here are 5 ways to protect your future job prospects
How to prepare for a potential layoff: With recession looming, here are 5 ways to protect your future job prospects
Fortune

One month into 2023 and major tech companies have already laid off tens of thousands of workers. This week, Spotify joined Meta, Salesforce, and Amazon, in the growing list of businesses to drastically cull headcount. “I take full…

caproasia.com - Capgemini Wealth Management Top 10 Trends 2023: Direct Indexing, Managed Accounts, Private Markets, Digital Assets, OCIO, Family Offices, ESG Standards, Cybersecurity, M&A, Mass-Affluent & Women Live 5 Years Longer than Men
Capgemini Wealth Management Top 10 Trends 2023: Direct Indexing, Managed Accounts, Private Markets, Digital Assets, OCIO, Family Offices, ESG Standards, Cybersecurity, M&A, Mass-Affluent & Women Live 5 Years Longer than Men
Caproasia.com

Caproasia.com | The leading source of data, research, information & resource for investment managers, professional investors, UHNW & HNW investors, and advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and…

theglobeandmail.com - Dianne Maley - Can Liam and Olivia afford to retire and take their dream vacation?
Can Liam and Olivia afford to retire and take their dream vacation?
The Globe and Mail

Please log in to bookmark this story. Create Free Account Like many people their age, Liam and Olivia are eager to retire from the work force, take a big trip to some far-off place, then come home and dote on their grandchildren. Liam is 64 and…

cointelegraph.com -  Yashu Gola  - Litecoin 'head fake' rally? LTC price technicals hint at 65% crash
Litecoin 'head fake' rally? LTC price technicals hint at 65% crash
Cointelegraph

Litecoin (LTC) has rebounded by 130% to almost $100 after bottoming out near $40.50 in June 2022. The primary reasons include broadly improving risk-on sentiment and euphoria around the Litecoin halving in August 2023. However, technicals suggest…

financial-planning.com - Tobias Salinger - 7 steps for resilient growth in turbulent markets, from McKinsey
7 steps for resilient growth in turbulent markets, from McKinsey
Financial Planning

With the bull market of the prior decade over and the rising interest rates that fueled industry profits last year expected to slow in 2023, wealth management firms are facing a tough landscape. Client portfolios flush from the booming stock market…

investmentnews.com - Fintech bytes: Cetera partners with Asset-Map, MSCI goes with Google
Fintech bytes: Cetera partners with Asset-Map, MSCI goes with Google
InvestmentNews

The biggest story in technology this week is the ongoing layoffs happening at the largest companies in the world. Facebook parent company Meta let go 11,000 employees; Alphabet got rid of 12,000, including Google's in-house massage therapists; and…

investmentnews.com - UBS adds two teams from Merrill Lynch
UBS adds two teams from Merrill Lynch
InvestmentNews

UBS Wealth Management USA announced the addition of two teams of advisors from Merrill Lynch: the San Francisco-based Klinger Quan Group, which manages more than $1 million in assets, and Hartford, Connecticut-based David Sacharko and Sean Siana…

foxbusiness.com - Joe Toppe - Goldman Sachs' David Solomon latest CEO hit with pay cut
Goldman Sachs' David Solomon latest CEO hit with pay cut
Fox Business

The Goldman Sachs Group cut CEO and chair David Solomon's salary by $10 million in 2022, after Apple CEO Tim Cook suggested his own pay reduction earlier in the month. The investment bank's board reduced Solomon's salary to $25 million in 2022 from…

floridapolitics.com - Jesse Scheckner - Nikki Fried endorses Sabina Covo for Miami City Commission
Nikki Fried endorses Sabina Covo for Miami City Commission
Florida Politics

Florida's last statewide-elected Democrat is backing Sabina Covo's bid for the Miami City Commission. On Friday, former Agriculture Commissioner Nikki Fried announced her endorsement of Covo, a former television journalist-turned-public relations…

plansponsor.com - Noah Zuss - Retirement Industry People Moves
Retirement Industry People Moves
PLANSPONSOR

SageView Advisory Group named Kasi Boyles as a senior relationship manager, according to a spokesperson for the independent registered investment adviser. Boyles is responsible for day-to-day contact with plan sponsor clients; helping employers…

gulfnews.com - Manoj Nair, Business Editor - 'A new wave of crypto adoption will be driven by real-use cases': Swissborg's Anthony Lesoismier
'A new wave of crypto adoption will be driven by real-use cases': Swissborg's Anthony Lesoismier
Gulf News

Dubai: Has the ‘crypto winter' chill receded just a bit? Some streaks of sunshine have burst through, with Bitcoin prices making some gains from near doldrums. Even then, the decisive full-fledged turnaround is yet to emerge. In a parallel…

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