Managers of Wealth Americas

SFM Announces Multi-Generational Wealth Planning Strategies

Security Financial Management unveils personalized, long-term wealth strategies focused on creating enduring legacies for families, business owners, and investors.

Wealthspire Launches Integrated Platform Across Wealth, Institutional, and Retirement Markets

Newly formed firm unites five established businesses under one platform, advancing a shared commitment to client service and vision for the future

Focus Wealth Management's Michael Kosmalski Recognized at 2025 Canadian Hedge Fund Awards

The recognition underscores Kosmalski's disciplined investment approach and commitment to delivering strong, risk-adjusted returns for clients of Focus Wealth Management.

UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard

UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.

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

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.

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

Wealth and Asset Management