Workplace plan sponsors are increasingly doing more than just overseeing 401(k) accounts. New research from Fidelity shows that many are evolving into full-service financial planning resources for employees — a shift advisors say could have significant implications for the broader wealth management industry. The survey of 1,144 plan sponsors found their primary concern is whether their plan is adequately equipping participants for financial security in retirement. In addressing this concern, plan advisors ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bryn Mawr Hires One, Promotes Three in Wealth Division Bryn Mawr Trust, the wealth management division of WSFS Financial Corporation, hired a chief operating officer and promoted three internal employees to bolster its team. Bryn Mawr, based in Wilmington, Del., hired Michael Mendelson as senior vice president and COO after more than 20 years at J.P. Morgan Chase, most recently as executive dir ...

Financial advisors and tax professionals may have lots to chew on with the business owners among their clients over the latest changes to the rules for business meals. But shifting tax statutes about noshing on the job have been causing heartburn for far longer. For example, in a lawsuit filed earlier this month in the Milwaukee federal court, Northwestern Mutual demanded a tax refund of more than $23 million that the giant insurer and wealth management firm argued it and thousands of employees at two co ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Hightower Advisors, the Chicago-based mega-RIA with $326 billion in client assets, has hired a former BlackRock executive as head of operations and services amid a push to boost connectivity between advisors and the home office. Patrick Dunne has joined Hightower as a managing director and head of operations and service. According to his LinkedIn, Dunne’s most recent role has been as founder and ...

Aneri Jambusaria speaks with the calm confidence of someone who has rewired her own approach to work. Early in her career, a 360-degree review revealed a blind spot: she held too tightly to projects she knew she could ace—“a sure thing”—instead of delegating or chasing higher-stakes opportunities. But avoiding failure also meant avoiding growth, she says. That realization sparked what Jambusaria calls a shift from a scarcity mindset to one of abundance, a recalibration she now applies as head of LPL Financ ...

2025 Wind财富管理论坛暨星选理财师年度颁奖盛典将于9月25日在上海盛大启幕！本届活动以"深耕· 立信·致远"为主题， 汇聚银行、券商、资管及金融科技等领域专家 ，共探买方投顾转型与AI技术融 合下的财富管理新未来。 12:30 · 奖金 到 开幕致辞 13:00 主旨演讲 一 13:10 · 财富管理高质量发展:从规模竞赛到价值深耕 王 颖 汇丰银行财富管理及个人银行业务 投资及财富管理部总经理 主旨演讲 二 13:40 · 探索买方投顾在中国的长期价值实现路径 峻 百年保险资管党委书记、董事长 杨 = # 英语 = 14:10 资管机构核心能力再造: 构建"Alpha+Beta"战略双引擎 何卫海 浦银理财董事长 主旨演讲 四 14:40 · 金融科技革命: AI重塑财富管理价值链 简梦雯 万得集团高级副总裁、万得基金总裁 歇 15:10 茶 圆桌论坛 一 15:20 费率下行趋势下,如何保障高质量财富管理服务? 谭慧慧 / 六禾致谦副总经理 H 强 北京银行零售业务总监 杨诚信 私人银行家 建 中金财富产品与解决方案总部财富规划部负责人 眉 上海区管执行负责人 周乐峰 湘财证券总裁 圆桌论坛 二 ...

Many Americans are worried about how changing market environments and inflation could negatively impact their retirement savings. However, with the right strategies, it’s possible to build a retirement portfolio that can withstand fluctuations in the market and the economy. Find Out: Here’s Why You Might Want To Invest Your Retirement Savings in a Roth 401(k) Read Next: Mark Cuban Says Trump's Executive Order To Lower Medication Costs Has a 'Real Shot' -- Here's Why GOBankingRates spoke with Doug Ornstein ...

HONG KONG, Sept. 19, 2025 (GLOBE NEWSWIRE) -- Prestige Wealth Inc. (Nasdaq: PWM) (the “Company” or “Prestige Wealth”), a wealth management and asset management services provider based in Hong Kong, today announced its unaudited financial results for the six months ended March 31, 2025. Mr. Kazuho Komoda, the Company’s Chief Executive Officer, commented, “Reflecting upon the first half of fiscal year 2025, we completed the acquisitions of Wealth AI PTE LTD. (“Wealth AI”), InnoSphere Tech Inc. (“InnoSphere Te ...

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Aprio, an Atlanta-based business, advisory and accounting firm, is boosting its wealth management division by acquiring Mize CPAs, a Midwest-based accounting firm specializing in servicing owner/operators of McDonald’s franchises. As part of the acquisition, Aprio bought Prism Financial Group, Mize’s affiliated wealth management firm. The $1.98 billion company offers fiduciary-based planning for ...

Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices NEW YORK , Sept. 19, 2025 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. ...