Will More Wealth Advisors Gravitate to 401(k) Plans?
Wealth Management
JUNE 30, 2025
Despite limited ERISA expertise, wealth advisors face growing pressure to service 401(k) plans as state mandates drive unprecedented plan formation through 2029.
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RIA Model Portfolio Assets Rose 5.5% in Q1
Wealth Management
JULY 11, 2025
trillion by 2029, according to a Broadridge Financial report. Industry-wide, model portfolios contain $7.7 trillion in assets and are projected to grow 15% annually to $13.2
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Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)
Darrow Wealth Management
JULY 24, 2025
Effective Dates: For years 2025 through 2029. Both the SALT cap and the income phaseout ranges will increase by 1% annually for 2026-2029 before reverting to $10,000 in 2030. Darrow Wealth Management offers asset management and financial planning services; we do not provide tax advice or tax preparation services.
Apollo Aims to Grow Global Wealth Assets to $150B by 2029
Wealth Management
OCTOBER 1, 2024
By 2029, the firm anticipates that the global wealth business could represent 50% of its annual third-party capital-raising volume.
FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029
Wealth Management
JANUARY 30, 2025
Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.
Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
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