2023080063701 Qi Hua Yang CRD 7439718 AWC lp.pdf

I am obsessed with the film Everything Everywhere All at Once. From the moment I saw the trailer, I knew the movie was meant for me. I was right. The film’s bizarre blend of action, philosophy, science fiction, taxes, and juvenile humor feels specifically targeted to me and my brain. For those unfamiliar, here’s a…

Retirement plan participants overwhelmingly want employer support for their retirement planning and decisionmaking, according to J.P. Morgan Asset Management’s 2026 Defined Contribution Plan Participant Survey. The summary of the company’s eighth biennial survey, “How Participants Think, Act and Engage With Their Retirement Plans,” found that younger cohorts largely expect employers to provide financial advice and…

The client relationship has fundamentally changed Capgemini’s research finds that 88% of high-net-worth individuals now work with multiple firms specifically to access private equity, hedge funds, and other alternative investments. Exclusive single-firm relationships, once the hallmark of the wealth management industry, have fallen from 39% to just 19% over the past six years. “Right now,…

Today, the Get Rich Slowly summer of books concludes with an excerpt from Cashing Out: Win the Wealth Game by Walking Away from Julien and Kiersten Saunders. Julien and Kiersten are the power couple behind the rich & Regular blog and YouTube channel. The following excerpt from Cashing Out (published by Portfolio/Penguin) is used with…

(Bloomberg) — It’s not just Morgan Stanley’s IPO bankers that are benefiting from the frenzy of companies going public in recent weeks. The bank hauled in $148 billion of net new assets in its wealth-management business in the second quarter, over half of which were tied to IPOs, according to a statement Wednesday. SpaceX’s record-breaking…