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Roundup by Asset Allocator Journal Staff A coalition of 20 state attorneys general, led by New York’s Letitia James, has filed a lawsuit against the Trump administration, alleging unconstitutional restructuring of the Department of Health and Human Services (HHS). According to MedTech Dive, the suit claims HHS’s reduction from 28 to 15 agencies and layoffs […]

Roundup by Asset Allocator Journal Staff Today’s wealth management news highlights strategic investments, acquisitions, regulatory scrutiny, and technological advancements shaping the industry, offering wealth managers key insights into market trends and opportunities. According to Pulse2.com, 119th Street Capital, alongside Pelican Capital, made a strategic investment in Maridea Wealth Management, a New York-based independent firm founded […]

Roundup by Asset Allocator Journal Staff Volatility, economic shifts, and strategic planning dominate today’s financial landscape, offering wealth managers critical insights. Here’s a roundup of key stories to guide client strategies. Estate Taxes Targeted with Advanced Planning EP Wealth Advisors outlines trusts, gifting, and life insurance to minimize estate taxes. With federal exemptions potentially shrinking, […]

Roundup by Asset Allocator Journal Economic resilience, market volatility, and strategic planning shape today’s financial landscape, offering wealth managers key insights for client portfolios. Jobs Report Exceeds ExpectationsThe U.S. added 177,000 jobs in April, surpassing forecasts of 150,000, per Advisor Perspectives and Financial Times. Unemployment held at 3.9%, signaling economic strength despite tariff fears. Wealth […]

Roundup by Asset Allocator Journal Staff Global trade tensions, economic contraction, and corporate transitions dominate today’s financial landscape, offering wealth managers critical insights for client portfolios. Here’s a concise roundup of top stories, all under 3,000 characters. U.S. Economy Shrinks Amid Tariff TurmoilThe U.S. economy contracted 0.3% in Q1 2025, the first decline since 2022, […]

Roundup by Asset Allocator Journal Staff Today’s markets are shaped by inflation concerns, tech earnings, and evolving investment opportunities, offering wealth managers critical insights for client strategies. Here’s a roundup of the day’s top stories, all under 3,000 characters. PCE Inflation Ticks Up, Signals Sticky PricesMarch’s PCE price index rose 0.4%, pushing the annual rate […]

Roundup by Asset Allocator Journal Staff Today’s financial landscape is marked by global trade tensions, policy shifts, and strategic investment considerations, offering wealth managers critical insights for navigating client portfolios. Here’s a roundup of the day’s top stories shaping markets and strategies. Deglobalization Hits Auto Giants, Signals Broader RisksPorsche and Volvo are grappling with fallout […]

April 28, 2025 Roundup by Asset Allocator Journal Staff Wealth managers face a turbulent economic landscape shaped by U.S. tariffs, UK policy hurdles, and investment opportunities, as today’s top stories reveal. This roundup of April 28, 2025, news, tailored for wealth managers, synthesizes critical developments to guide portfolio strategies and client advising. U.S. Tariffs Rattle […]

Roundup by Asset Allocator Journal Staff Wealth managers navigate a volatile landscape shaped by tariffs, a weakening dollar, and economic uncertainty. This digest distills key insights to inform portfolio strategies. Trump’s tariff threats and public clash with Fed Chair Jay Powell, per the Financial Times, have driven gold past $3,500 and the pound to a […]

Roundup by Asset Allocator Journal Staff Wealth managers face a turbulent market shaped by trade tensions, interest rate volatility, and strategic opportunities. This digest distills key insights to guide portfolio decisions. Trump’s tariffs dominate headlines, with Advisor Perspectives warning of Europe’s growth slowdown due to trade barriers, favoring defensive eurozone bonds over equities. The Financial […]