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网页Family Firm Growth Set to ‘Explode’ to $9.5 Trillion Under Control by 2030. Deloitte estimates say private wealth management advisory firms will control $9.5 trillion by 2030, up 73% from the current $5.5 trillion.
Citi’s Sweeping Changes to Wealth Unit Still a Work in Progress
网页2024年8月19日 · griffin@thedailyupside.com. August 19, 2024. There’s a changing of the guard happening in Citigroup’s wealth management division. Overhauling the $515 billion wealth arm at America’s fourth-largest bank was a top priority for CEO Jane Fraser when she took the position in 2021 — and no easy feat. Let’s say it’s still a work in ...
Markets News - The Daily Upside
网页Friday ended with the main indices in Asia, Europe, and New York pointing down in unison, the Nasdaq even entering correction. Exclusive news and analysis on domestic and global stock, bond, and commodity markets.
Careers - The Daily Upside
网页Careers. We are always on the lookout for talented, driven, and passionate folks who’d make a significant impact on our growing business. If there is a role you think you are right for, please send your resume and a cover letter to careers@thedailyupside.com. We’d love to take a look! The Daily Upside is a fast-growing digital media venture ...
Patrick Trousdale, Author at The Daily Upside
网页Patrick Trousdale. Patrick Trousdale is the founder and CEO of The Daily Upside. He started the company after working at Guggenheim Securities and Bank of America Merrill Lynch in an investment banking capacity. Personal Finance.
Anti-Woke Strive Asset Management Launches Wealth Platform
网页2024年7月30日 · griffin@thedailyupside.com. July 30, 2024. One of the most notable so-called anti-woke companies is bringing its controversial convictions to the wealth management arena. Strive Asset Management said last week that it’s launching a new wealth management offering to customers, and announced $30 million in Series B funding led by Cantor Fitzgerald.
Finance News - The Daily Upside
网页The S&P 500, having recovered all its losses from earlier this month, sits just less than 2% away from the all-time peak it reached in July. Exclusive news and analysis on all things Wall Street, from banking and markets to private equity and hedge funds.
Reimagining The Daily Upside - The Daily Upside
网页2023年12月12日 · I started The Daily Upside just over four years ago and today is one of the most exciting days since we launched: a brand refresh to reflect the next chapter of our company. (Spoiler alert: I hope everyone likes mint green as much as we do.) We began with a mission to provide forward-thinking business leaders and …
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What Ken Fisher’s Nearly $13B Valuation Means for RIAs
网页June 24, 2024. Private equity firms are jonesing for a book. Last week, Fisher Investments landed an approximate $3 billion PE deal to sell a minority stake to Advent and the Abu Dhabi Investment Authority at a reported mouth-watering multiple of 20-times earnings. The blockbuster agreement valued the Texas-based RIA at almost $13 billion ...