Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023  PITTSBURGH, MARCH 26, 2024 — FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors, advisors and administrators effectively...

Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD, Conn., Feb. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families,...

The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth quarter of 2023, ending the year on a positive note with a total annual return of 17.36%. Because 401(k) participants are long-term investors it is important to take a step back and...

Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm Stamford, Conn. – Jan. 10, 2024 – NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth...

NewEdge Advisors, NewEdge Wealth Divisions Report Growth for Third Consecutive Year  PITTSBURGH, Dec. 12, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that...

NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group  PITTSBURGH, Dec. 4, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...

In the third quarter of 2023, the AmericanTCS 401(k) benchmark returned -3.26%. The Benchmark closely aligns with a traditional 60/40 investment strategy. Although the 60/40 mix has historically performed well for investors, that strategy struggles when both equities...

Wealth Management Firm Rises to No. 14 in Second Year of Eligibility PITTSBURGH, Oct. 17, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that it has ranked...

Experienced Wealth Manager Joins NewEdge from First Republic Investment Management STAMFORD, Conn., Oct. 16, 2023 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and...

The AmericanTCS 401(k) Composite Benchmark returned 4.66% in the second quarter of 2023. Following a challenging market in 2022 that delivered a decline of -16.70% to the 401(k) benchmark, 2023 has been a welcome change with a YTD return of 10.28%. Because 401(k)...