Richard Peterson LSEG MarketPsych Data首席执行官 在人工智能的兴起和投资者行为日益复杂的推动下，财富管理行业正在经历一场地震般的转变。作 为" 财富专业洞察 "系列访谈的一部分，我们与MarketPsych Data首席执行官Richard Peterson展开对 话，探讨人工智能如何重塑顾问工作流程、叙事智能的重要性，以及企业如何在新兴技术领域建立信 任。 观看Richard Peterson的完整采访 访谈精彩问答 问：科技如何改变财富管理，有哪些最令人兴奋的创新？ 随着我们迈向未来，人工智能将在顾问与客户关系中扮演极其重要的角色。它将承担大量繁琐工作 ——税务规划、法律事务、投资组合管理等——让顾问有更多时间与客户互动并建立关系。自金融危 机以来我们已看到：那些更注重维护客户关系的顾问往往能吸引更多资产，并获得更深入、更令人满 意的合作。顾问们运用人工智能越多，就越有时间理解客户的动机、价值观和兴趣，并协助他们实现 更充实的人生。 金融数据涵盖结构化和非结构化格式，包括实时定价、经济指标、公司申报文件、情绪分析等。为人 工智能优化这些数据需要领域专业知识、强大的基础 ...

SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from th ...

公司荣誉 - 瑞银全球财富管理美国公司宣布舒尔茨集团入选《巴伦周刊》2025年度顶级250家私人财富管理团队榜单 [1]

核心事件 - 顾问Benjamin Worley和Robert Monroe组建Worley Monroe Advisors团队 并加入LPL Financial的经纪商和注册投资顾问平台[1] - 团队管理资产规模约4亿美元 涵盖咨询、经纪和退休计划资产[1] - 团队从Edward Jones平台转移至LPL Financial[1] 团队背景 - 团队位于密苏里州东南部德克斯特镇 拥有36年综合从业经验[2] - Worley自幼接触股票市场投资 Monroe曾担任16年礼拜牧师后转行金融服务业[2] - 客户群体以密苏里州及其他州的准退休和退休人员为主[2] 业务模式 - 采用深度个性化服务模式 通过整合客户财务信息帮助规划未来目标[3] - 团队自称为"拼图人" 专注于为客户配置财务拼图以实现愿景[3] 平台选择原因 - 经过全面尽职调查后选择LPL平台 看重技术能力、自主权和灵活性[3][4] - LPL提供品牌独立性和客户关系自主权 同时支持专业成长需求[4] - 平台能提供优质产品并保持顾问与客户的直接关系[4] 公司业务规模 - LPL Financial为美国增长最快的财富管理公司之一[6] - 支持超过29,000名财务顾问和约1,100家金融机构的财富管理业务[6] - 托管资产规模达1.9万亿美元 服务约700万美国客户[6] - 提供多种顾问合作模式、金融科技工具和投资解决方案[6]

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Edward Jones’ newly formed private client service is establishing new hub offices, as the firm continues to augment its offerings to attract more high-net-worth clients. The firm’s Edward Jones Generations service for high-net-worth clients has opened its first location in Scottsdale, Ariz., with additional hubs set to open in St. Louis this fall, followed by West Palm Beach, Fla., and Dallas locat ...

James Picerno is the director of analytics at The Milwaukee Co., a wealth manager that is the adviser to The Brinsmere Funds, a pair of global asset allocation ETFs. He also edits CapitalSpectator.com and The US Business Cycle Research Report (CapitalSpectator.com/premium-research). He is the author of three books, including "Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return." Previously he was a financial journalist at Bloomberg and before that at ...

Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purposeSAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across business model ...

Steven Cooper, the chief executive of the Aldermore Bank, is set to assume the role of chief executive at wealth manager Fairstone Group, reported Sky News. Cooper previously led C. Hoare & Co as CEO and joined Aldermore in May 2021. His career also includes a tenure at Barclays, where he progressed from an entry-level role to leadership positions overseeing various key business units. Cooper's expertise extends beyond the UK, with stints in both European and US markets, as well as time spent working in ...

The Hong Kong Monetary Authority (HKMA) is set to encourage more mainland banks to set up regional headquarters in the city, while the local bourse operator plans to enhance the listing regime, as the government aims to fortify Hong Kong's position as an international financial centre, according to Chief Executive John Lee Ka-chiu. In his policy address on Wednesday, Lee also said the government planned to issue more RMB bonds and was considering using renminbi to settle government expenditures under "sui ...

Netwealth Group Ltd (Mineral Resources Ltd (NWL share price in focusThe ASX:NWL ) share price is up 8.5% since the start of 2025. At the same time, the ASX:MIN ) share price is 28.8% away from its 52-week high. This brief article explains why it could be worth adding NWL and MIN shares to your ASX investing stock watchlist.Founded in 1999, Netwealth is a wealth management firm that offers a platform for financial planners to manage their clients’ investments.As of 2024, Netwealth has over 140,000 account ho ...