Empower reports record base earnings of $317m for Q3 2025 by Released | Nov 7, 2025 Empower has announced after-tax base earnings of $317 million for the third quarter of 2025, a 10 percent increase from the same period in 2024.
Charles Schwab to acquire Forge Capital by Released | Nov 7, 2025 The Charles Schwab Corp. has announced it has entered into a definitive agreement to acquire Forge Global Holdings in a transaction valued at approximately $660 million.
Eton Solutions brings billionaire-grade wealth management to individuals with more than $15m in assets by Released | Nov 7, 2025 Eton Solutions, a wealth management platform that manages more than $1.3 trillion in assets, has launched a new platform that will give ultra-high-net-worth individuals (UHNWI) with $15 million and above in assets wealth management capabilities that were previously only available to family offices.
U.S. private market fund managers see huge growth in assets under management — Ocorian by Released | Nov 7, 2025 New analysis from Ocorian, a firm in asset servicing for private markets and corporate and fiduciary administration, reveals that U.S. based private market funds currently hold around $7.26 trillion in assets under management.
Inland Investments expands adviser support through SEI access platform by Released | Nov 6, 2025 Inland Real Estate Investment Corp. has announced a strategic relationship with SEI, a global provider of financial technology, operations and asset management services within the financial services industry.
GeoWealth launches private model marketplace by Released | Nov 6, 2025 GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has introduced its Private Model Marketplace, an industry-leading solution redefining how registered investment advisers (RIAs) integrate private markets into client portfolios.
Morningstar and PitchBook to launch comprehensive index suite for evergreen private market funds by Released | Nov 6, 2025 Morningstar, a provider of independent insights, has announced the upcoming launch of the Morningstar PitchBook U.S. Evergreen Fund Indexes.
Elevation Point names Brad Smithy president, wealth management, and Katie Johnson, head of wealth solutions by Released | Nov 6, 2025 Elevation Point, a growth accelerator and minority stake partner for independent advisers and breakaway firms, has announced that Brad Smithy, its founding partner and head of wealth management, has been promoted to the newly created role of president, wealth management.
Where institutional investors should focus technology modernization with their managers by Robin Barone | Nov 6, 2025 Institutional investors are under increasing pressure to make faster, smarter and more transparent decisions while managing complex portfolios and meeting fiduciary responsibilities.
Integrated Partners reaches 250 CPA partner firms, expands CPA alliance program by Released | Nov 5, 2025 Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $23 billion in assets under advisement (AUA), has established its 250th certified public accountant (CPA) partnership through The Integrated CPA Alliance Program.
91% of advisers say private markets are essential for differentiation — AssetMark by Released | Nov 5, 2025 AssetMark Inc., a wealth management platform for independent financial advisers, has released findings from its independent adviser insights survey, AssetMark Advisor Insights: Private Markets 2025.
Evolution Credit Partners expands capital formation team with appointment of Nancy Karpf by Released | Nov 5, 2025 Evolution Credit Partners Management, an alternative credit investment manager, has announced the appointment of Nancy Karpf as managing director, capital formation, strengthening the firm’s investor engagement and fundraising capabilities.
Waverly Advisors acquires Bridge Creek Capital Management by Released | Nov 5, 2025 Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Bridge Creek Capital Management, a wealth management firm located on Cape Cod, Mass.
Bluespring Wealth Partners acquires $1.4b Signature Wealth by Released | Nov 5, 2025 Bluespring Wealth Partners, an acquirer of independent registered investment advisers (RIAs) and hybrid wealth management firms, has announced the acquisition of Kestra Financial’s affiliated firm Signature Wealth.
Energea launches private wealth channel offerings for global energy infrastructure investments by Released | Nov 4, 2025 Energea, a solar energy infrastructure investing firm, has announced it has launched new share classes for its existing strategies in the private wealth channel.
