Apollo Is Selling $1B a Month of Products to the Wealthy

Published on September 10, 2024

The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.

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BofA Private Wealth Duo With $700M AUM Joins LPL In N.Y.

September 10, 2024
LPL today announced that a duo from Bank of America Private Wealth with $700 million in advisory, brokerage and retirement plan assets, has joined its high-net-worth-focused independent employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private Wealth in Long Island, N.Y.

High-Income Retirement Savers Still in a Post-Pandemic Slump

September 10, 2024
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