Newsroom
Bernstein in the news
1/6/23 | Barron's—Onur Erzan: Taking the Reins at AllianceBernstein's Wealth Unit
Click here to read the article featuring Onur Erzan.
10/30/23 | Financial Times—As the number of family offices continues to grow, wealth managers are facing increased competition. This article explores the impact of this trend on the wealth management industry.
Click here to read the article featuring Chelsea Smith and Aaron Bates.
1/24/24 | CNBC—Alex Chaloff, Bernstein Private Wealth Management CIO, joins 'Money Movers' to discuss why investors should think about cash differently, the best place to put cash, and how investors should consider investing if they believe there will be a recession.
Click here to watch the full video.
Recent press
- 4/23/24 | Barron's | Matt Palazzolo on why high-quality bonds are an attractive investment for some clients
- 4/17/24 | Barron's Advisor | Tara Popernik on estate planning strategies in light of the Trump tax cuts
- 4/10/24 | Reuters | Roosevelt Bowman on the latest US jobs report and what it means for the Fed's rate cut outlook
- 4/10/24 | Reuters | Roosevelt Bowman discusses hiring and inflation
- 4/5/24 | Barron's Advisor | Rick Meyers discusses finding great talent
- 3/20/24 | Bloomberg Surveillance | Alex Chaloff discusses the impact of the Fed's announcements on the market, recession potential, and what he sees as the most exciting opportunities for long-term investors.
- 3/20/24 | Barron's PENTA | Bob Dietz in Barron's PENTA
- 3/7/24 | Reuters | Roosevelt Bowman on market expectations
- 3/5/24 | Private Capital Podcast | Alex Chaloff on Private Capital Podcast
- 3/5/24 | Financial Planning | Bob Dietz discusses developing artificial intelligence for wealth and accounting
- 1/30/24 | Family Wealth Report | Bernstein Private Wealth Expands UHNW Platform
- 1/30/24 | FundFire | AllianceBernstein Carves Out Ultra-High-Net-Worth Effort
- 1/29/24 | Citywire | Bernstein Private Wealth expands UHNW offering
- 1/29/24 | WealthManagement.com | Bernstein Private Wealth Management is expanding the suite of multigenerational support services available to its ultra-wealthy, family office and global families clients.
- 1/29/24 | RIA Intel | Bernstein Expands UHNW Platform and Announces Three Executive Hires
- 1/29/24 | Announcement | Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform
- 1/23/24 | Announcement | Bernstein Deepens Commitments to Growth Markets with Leadership Appointments
- 1/22/24 | LISI | Tom Pauloski delves into the imminent changes brought by surging interest rates and low growth expectations.
- 1/17/24 | Crain Currency | Emily Neubert and Anne Bucciarelli discuss how to successfully plan family retreats and make these meaningful events come to life
- 1/9/24 | Bloomberg Tax | Jennifer Goode is the winner of the Bloomberg Tax Contributor of the Year Award for her article "The Best Laid Plans: How Divorce Can Impact SLAT Planning and Why a Postnuptial Agreement May Be Your Best Option"
- 1/5/24 | FundFire | Onur Erzan, Matt Bass, and Alex Chaloff discuss AllianceBernstein's push to expand its private credit offerings for ultra-high net worth individuals
- 1/4/24 | Reuters | Roosevelt Bowman on market expectations for 2024 and why the market may be ahead of itself
- 12/20/23 | LISI | Tom Pauloski on how surging interest rates and slow growth may radically change wealth transfer planning
- 12/15/23 | Barron's | Matt Palazzolo discusses cash allocation in client portfolios
- 12/14/23 | Yahoo! Finance | Bob Dietz discusses preparing for upcoming gift and estate tax changes
- 12/11/23 | Family Wealth Report | Aaron Bates and Chelsea Smith on how they are positioning themselves for US public equity markets to perform well in 2024
- 12/11/23 | CNBC | Bob Dietz on the importance of estate planning now
- 12/8/23 | Barron's | Bob Dietz discusses year-end tax strategies for UHNW families and clients
- 12/3/23 | CNBC | Bob Dietz on year-end planning and tax strategies
- 11/21/23 | Reuters | Roosevelt Bowman discusses the day’s market movements and where the market is supported heading into year-end
- 11/30/23 | MarketWatch | Matthew Palazzolo discusses expectations for market volatility and shared his projections for the S&P 500 heading into 2024
- 11/29/23 | Wealth Management | Jennifer Goode discusses how proposed regulations could affect charitable giving through the use of DAFs
- 11/20/23 | Billboard | Bernstein's Sports & Entertainment Group among Billboard’s 2023 Top Business Managers
- 11/15/23 | MarketWatch | Roosevelt Bowman discusses the latest Consumer Price Index report and his inflation projections through end of the year
- 11/3/23 | Reuters | Matt Palazzolo discusses this morning’s Jobs Report and his outlook on the markets
- 10/30/23 | Financial Times | Aaron Bates and Chelsea Smith discuss emerging issues among family offices
- 10/29/23 | WSJ | Alex Chaloff discusses his outlook on treasury bonds and thoughts heading into FOMC meeting
- 10/3/23 | Barron's PENTA | Alex Chaloff discusses opportunities in commercial real estate investing and how investors can make the most out of allocations
- 9/13/23 | 'AllianceBandstein' Wins Third Annual Smitty Corporate Band Challenge
- 9/13/23 | Financial Times | Roosevelt Bowman discusses the Fed’s next moves and the implications of rising interest rates
- 9/12/23 | Reuters | Roosevelt Bowman on the September CPI report
- 8/27/23 | CNN Business | Matt Palazzolo's commentary around Jerome Powell's speech at the Jackson Hole Symposium
- 8/22/23 | WSJ | Matt Palazzolo discusses his U.S. stock market outlook
- 8/21/23 | Wealth Management | Bob Dietz and Jennifer Goode's 'Sizing a Transfer-Tax Strategy for Success'
- 8/21/23 | Boston Public Library Fund Awarded Grant From Bernstein Private Wealth Management
- 8/21/23 | Financial Times | Advance of the AI Adviser: Machine learning's role in managing fortunes
- 7/26/23 | Bloomberg | Tech Earnings, EFTs, Markets, and Banks
- 8/17/23 | Crain Currency | Chelsea Smith and James Seth Thompson on how family offices are integrating DEI initiatives
- 8/8/23 | WSJ | Suprise Stock-Market Ralley Bulldozes Bearish Hedge Funds
- 7/17/23 | MarketWatch | Bob Dietz discusses his outlook on recent IRS regulations