11/04/2025
The Oasis Group and Jump Release White Paper on Agentic AI in Wealth Management
Leading industry research provider and AI solutions provider partner to analyze how firms can prepare for the rise of AI agents
Wealth and Asset Management
11/03/2025
Citizens Private Bank Deepens Southern California Presence with New Los Angeles-Based Team
This milestone follows a period of strong growth for Citizens Private Bank, which recently announced $12.5 billion in deposits and $5.9 billion in loans, amidst thriving momentum across California.
11/03/2025
Carlyle Reports Third Quarter 2025 Financial Results
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on November 10, 2025, payable on November 19, 2025.
10/31/2025
Rate cuts remain in store despite a cautious Fed
This marks the second rate cut of 2025 and brings the total reduction since the easing cycle started in September 2024 to 150bps.
10/31/2025
Succession uncertainty and growth demands define 2025 for private business owners
Brown Brothers Harriman survey finds business owners navigating succession uncertainty, next-gen readiness gaps, and the pressures of sustaining growth.
10/31/2025
LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms
Effective July 1, 2026, fees will be lowered
10/30/2025
Redefining family wealth as well-being
Jay Hughes believes families should exist to enhance the lives of their members.
10/30/2025
Forbes Names Calamos Wealth Management as Top RIA Firm
The repeat recognition of CWM, a subsidiary of Calamos Investments, reflects its strong performance and unwavering commitment to helping high-net-worth clients navigate diverse market environments with confidence.
10/30/2025
LPL Losing Nearly $1B in Commonwealth Assets to Rival B/Ds
Cetera, Osaic and Raymond James announce advisors joining from Commonwealth this week as LPL is set to give an update on its quarterly earnings call on Thursday.
10/30/2025
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies
10/30/2025
Itaú targets advisory firms as it expands B2B wealth platform
Sources say new strategy includes fee-based model and partnerships with multifamily offices in race with XP, BTG, Safra
10/30/2025
OneSeven Crosses $8 Billion AUM Benchmark Following $2.11 Billion Q3 Surge
The firm added 25 new advisors
10/29/2025
Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication
Datos recognizes Broadridge’s Wealth InFocus, deployed with LPL Financial, as a technological breakthrough for deeper client relationships and accelerated digital adoption in wealth management
10/29/2025
Net Positive Consortium in Wealth Management Wins Industry Award, Expands Resources, and Welcomes New Strategic Partner
The Consortium was honored with the WealthManagement.com Industry Award for Corporate Social Responsibility, standing out among an impressive field of nominees.
10/29/2025
Wealth Enhancement’s Warren Team Included in NJ BIZ’s 2025 Best Places to Work Ranking
The rankings were based on the results of a survey conducted by BridgeTower Media’s Best Companies Group.
10/29/2025
Altrata Report Finds the Total Net Worth of the Billionaire Class Surged by More Than 10%
The report, in its 12th year, finds that the total net worth of the billionaire class surged by 10.3% to a record $13.4 trillion – marking a third consecutive year of rising billionaire wealth.
10/29/2025
LPL Financial Welcomes Edge Wealth Advisory Group
They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James.
10/28/2025
Lazard Brings Decades of Emerging Markets Leadership to the ETF Market with EMKT
Actively managed ETF offers investors high-conviction access to the growth, innovation, and opportunity shaping the world’s fastest-growing economies.
10/28/2025
Citi and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global Clients
Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients
10/28/2025
Cetera Financial Group Introduces Cetera Private Wealth Portfolios to Serve Affluent and High-Net-Worth Clients
New offering provides customizable investment portfolios through Envestnet's Private Wealth platform