Apella Wealth, a West Hartford, Conn.-based registered investment advisor, has reached $12 billion in assets under management following two acquisitions this week, according to announcements. On Tuesday, Apella said it had acquired Morris Financial Concepts, an RIA in Mount Pleasant, S.C., founded in 1983 by Kyra Hollowell Morris and overseeing $544 million in client assets.
Family offices are increasingly directing their investments towards AI companies, as highlighted by a recent TechCrunch report. This interest is largely driven by the potential for high returns and a heightened risk appetite among these investors. Notable examples include Hillspire and Premji Invest, which have participated in deals for AI firms such as World Labs,
How often should families revisit their insurance to ensure their policies still fit their needs? NEWPORT, Vt., Sept. 18, 2026 /PRNewswire/ — That question is addressed in a HelloNation article featuring guidance from Insurance Expert Heather Trudeau of Newport, VT. The feature explains why an annual insurance review is one of the most effective ways for Vermonters
Caledonia Investments (LSE: CLDN) is one of the market’s more esoteric investment trusts. Founded by the wealthy Cayzer family, which once owned one of the world’s most powerful shipping conglomerates, the £3.1 billion fund now functions as a multi-asset growth and protection vehicle. Caledonia has been part of the MoneyWeek investment trust portfolio since 2013.
1. What is crypto wealth management? Crypto wealth management is the structured management of digital-asset portfolios using strategies involving asset allocation, custody, diversification and risk management. It can include cryptocurrencies, stablecoins, staking products, ETFs and tokenized traditional assets. 2. How is crypto wealth management different from regular crypto investing? Regular crypto investing may focus primarily
HSBC Asset Management has launched a sterling-denominated short-duration optimal income bond fund, available in OEIC format, focused on capital preservation and liquidity while aiming to help investors meet their income objectives. The fund follows a multi-sector short-duration credit approach, which aims to broaden the opportunity set beyond any single market segment, dynamically allocating across investment-grade
New Delhi, India’s wealth‑management sector is expected to expand about 2.5 times to $436 billion by 2034 as financialisation, global diversification and rising demand for professional advice reshape investor needs, a report said on Friday. “India is witnessing a structural shift towards comprehensive wealth management, with investors increasingly seeking advice across mutual funds, equities, PMS,
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Have you ever thought about your dream job? What about your dream paycheck? The money a person makes in a year is called income, and this is the starting point of your finances. Can you think of any other terms for finances? Funds, fortune, or the bag, whatever you call it, it’s fun to think
India’s wealth-management market could grow 2.5 times to $436 billion by 2034 from around $171 billion in 2025, driven by rising incomes, financialisation of household savings and greater participation in capital markets, according to Emkay Wealth Management. The wealth manager estimates the market will grow at a compound annual growth rate (CAGR) of around 10.6%