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For Private Equity firms centauring into a part buy-out, part-alternative asset manager form, the pasture of private wealth is emerging as the next frontier. This evolution will also lead to wealth clients asking for greater transparency into allocation of their deployed capital. In a recent discussion with Jessica Hamlin from Pitchbook, I explored this evolution. Read more in the Pitchbook article below. https://lnkd.in/gEBwzTNy EY WAM outlook: https://lnkd.in/ee95qkH5 #WAM #privatemarkets #

As private wealth continues to rise and family offices expand their investment horizons, asset managers are stepping up with innovative solutions. Discover how they're meeting the demand head-on in our latest factsheet. Download now: https://okt.to/gthEpx #assetmanagers #privatewealth #alternativeinvestments #privatemarketdata

Top 10 resolutions for Wealth and Asset Managers Continuing market uncertainty and growing earnings pressure, what are your focus items for 2024. #ey #wealthmanagement #assetmanagers

How can we help you go Farther?

Doing it right!

On a panel at InvestmentNews’ RIA Activate yesterday in New York City, SVP and Head of Client Growth Matt Matrisian, MBA, shared three key questions #RIA aggregators should answer before attempting to acquire a wealth management firm. #RIAActivate #AssetMark #wealthmanagement

Each January Forbes publishes its Best-in-State Wealth Management Teams list and it is an honor to share that DSP WEALTH MANAGEMENT GROUP was once again selected. In today’s fast-paced world having a trusted advisor team is critical. Michael A. Dzikowski, John Schmitt, CFP®, Justin Martys, CFP® and Claudine Pinho continue to rise to the challenge and help clients navigate uncertainty in the markets and in life. Great job team!!!   https://lnkd.in/g6X8v9Hy   The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.   For more information on third party rating methodologies, please visit https://lnkd.in/gvmc36JE

PwC’s Next in asset & wealth management 2024 report highlights the importance of transforming with trust as a priority. Super interesting, don’t miss it.

We’ve got a big problem in wealth management. For the averaeg advisory firm, 57% of existing client assets are expected to pass to the next generation by 2045 Yet advisors have reached out to only 13% of clients’ children Look at all those at-risk assets. Ignoring young investors could put your firm’s valuation and longevity at risk. In fact, Fidelity Investments found that households in which the next generation is engaged generate: 👊 160% of the revenues & 270% of the profits of households without family engagement If you are an advisor I'd love to know - how to do you engage/serve/market-to next-gen clients? (bonus points if you have a page on your website I can see - and I'll share some great examples in the comments too!) #wealthmanagement #financialplanning #investmentmanagement

It's fascinating to analyze aggregate data and charts, especially when it comes to asset managers and their models. Morningstar has recently shared a chart that has caught our attention. The chart highlights the top asset managers and their models, leaving us wondering which provider has the best shot at overtaking BlackRock. Who do you think it can be? What's interesting is that Capital Group is proving their staying power in an increasingly competitive space. Thank you, Morningstar, for providing us with this insightful chart. It's always helpful to have access to data that can inform our investment decisions. #assetmanagement #investments #finance #Morningstar #observationsnotadvice