Managers of Wealth Americas

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.

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.

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.

LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms

Effective July 1, 2026, fees will be lowered

Redefining family wealth as well-being

Jay Hughes believes families should exist to enhance the lives of their members.

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.

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.

Clermont Trust USA Goes Live on the SEI Wealth Platform

SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies

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

OneSeven Crosses $8 Billion AUM Benchmark Following $2.11 Billion Q3 Surge

The firm added 25 new advisors

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

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.

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.

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.

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.

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.

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

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

Prospera Financial Services Welcomes Behrle | Bergin, with $200 Million in AUM, to its Platform

Team expands firm's Southern California presence

J.P. Morgan Asset Management Expands Custom Model Portfolio Capabilities with Private and Public Market Access

By combining J.P. Morgan Asset Management’s investment expertise with GeoWealth’s technology platform, financial advisors can deliver more tailored and diversified portfolios, with enhanced access to alternative investments.

Wealth and Asset Management