LND topic: wealth-management page 1

wealth management

A New Leader in Trust and Wealth Management

December 14, 2025

Andrew Kafka has climbed the ranks at Union Bank & Trust (UBT). He is now the Vice President, Senior Trust Officer, and Manager of Personal Trust & Wealth Management. This is a big deal because he started as a legal intern in 2003. He has come a long way since then. Kafka has a law degree from the

business

Big Money Moves: Wall Street Eyes Australia's Wealth Gap

December 4, 2025

Australia is sitting on a goldmine of retirement funds, but there's a catch. The country has a massive wealth pool, but not enough financial experts to go around. This has caught the attention of major Wall Street players like BlackRock, Goldman Sachs, and JPMorgan Chase. BlackRock, led by CEO Larr

business

A Big Shift in the Financial World: Janney Montgomery's Next Move

November 14, 2025

Janney Montgomery Scott, a firm owned by KKR & Co. , is making some big changes. They're in talks to sell off parts of their business. Specifically, they're looking to sell their division that advises banks and their institutional equities business. This sale is part of a larger plan to focus more o

business

Wealth Wisdom: How a Team Guides Families Through Aging and Investments

November 12, 2025

In the heart of Charleston, South Carolina, a unique team at Wells Fargo Advisors is making waves in the world of wealth management. The Roseate Group, founded in 2003, is not your average financial advisory team. They specialize in helping families navigate the complexities of aging and wealth mana

finance

A New Chapter: When Health Takes the Lead

November 10, 2025

Marcus, a 56-year-old architect from Miami, is at a crossroads. He’s built a solid financial foundation, with a net worth of $2. 4 million and only a $150, 000 mortgage left. But life has thrown him a curveball—a serious health diagnosis that could return within two years. Now, he’s grappling with a

business

Why the Super Rich Are Betting Big on Sports Teams

November 6, 2025

The ultra-rich are shifting their focus from traditional luxuries to sports teams. This isn't just about passion for the game; it's a smart move. Sports teams are turning out to be a goldmine for investors. Over the past few decades, top teams have grown faster than many other investments. This grow

finance

A Big Move in the Finance World: Equitable Holdings Expands

October 27, 2025

In a surprising turn of events, Equitable Holdings has made a bold move. They are buying Stifel Financial's Independent Advisors business. This deal is all about growing Equitable's Wealth Management services. First, let's talk about why this matters. Wealth Management is a big deal. It's about hel

business

NatWest's Big Win: Profits Up, Future Looking Bright

October 24, 2025

NatWest, a major bank in the UK, just shared some exciting news. They made a lot of money last quarter, more than they did last year and even more than experts thought they would. This is a big deal because it shows they're doing well. They also shared that they expect to make even more money this

finance

From Filing Clerk to Finance Guru: A Journey in Wealth Management

October 22, 2025

Anna DerParseghian's career path took an unexpected turn when she was just 20 years old. She started as a filing clerk, but a mentor saw potential in her and sent her to a firm in Westwood that was looking for an account manager. That decision changed everything. Today, she's a managing partner at P

finance

Managing Money Made Easy: A Fresh Take on Investment Tracking

July 22, 2025

Many people struggle with managing their finances because schools don't teach much about money. Things like savings, investments, and pensions are often left to individuals to figure out on their own. This is where tools like Ghostfolio can make a big difference. Ghostfolio is a self-hosted app desi