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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Between 2007 and 2010, they lost 38% of their median net worth, or $24,000, more than any other age cohort. trillion annually.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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Steward Partners Acquires $1.1B Bay Area Firm

Wealth Management

Consilium was founded in 2010, and it consists of Partner John H. Diana Britton , Executive Editor , WealthManagement.com July 1, 2025 1 Min Read Steward Partners, an employee-owned hybrid partnership of independent advisory firms , has acquired Consilium Wealth Management, a Danville, Calif.-based Seo and a team of about 10.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. So since 2010 there hasn’t been a real credit crisis to really test the quality of these of these products.

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Top Mutual Funds That Beat Nifty & Sensex Over the Last 10 Years; Are They in Your Portfolio?

Trade Brains

If you’re planning to stay invested for at least 8 years and want a slightly more stable ride compared to small-cap funds, this is a strong contender. Even after the post-pandemic boom, the fund showed incredible resilience and continued its upward journey. Started: 1996 AUM: Rs 28,000 crore 10-Year CAGR: 20.7%

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Deconstructing Portable Alpha

Random Roger's Retirement Planning

There's no way to know if repeating this same study running from 2015 to 2030 after a flurry of funds came out in the mid-2010's might get us closer but we can check back in five years.

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Understanding the Tax Implications of Acquisitions

Harness Wealth

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities.

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