Asset Management

Empower Promotes Joe Smolen To President Of Workplace Solutions

By Amit Chowdhry ● Today at 12:33 AM

Empower has promoted longtime executive Joe Smolen to President of its Workplace Solutions business unit, expanding his remit to oversee strategy, growth, relationship management, and product for what the company described as America’s second largest retirement services provider. The leadership changes were announced January 21, 2026, and are effective immediately.

Churchill Asset Management Committed Nearly $16 Billion Across 380+ Transactions In 2025

By Amit Chowdhry ● Yesterday at 5:08 PM

Churchill Asset Management, Nuveen’s middle-market private capital platform, said it recorded its highest levels of investment and capital raising in 2025 as it enters its 20th anniversary year.

Advyzon Adds Schwab Asset Management’s Wasmer Schroeder Strategies As First Manager Traded Fixed Income Offering

By Amit Chowdhry ● Yesterday at 5:06 PM

Advyzon Investment Management, the investment solutions arm of wealthtech platform Advyzon, is expanding its fixed-income lineup through a new relationship with Schwab Asset Management, which introduces Wasmer Schroeder Strategies to Advyzon’s Manager Traded Strategy program.

Franklin Templeton Rebrands Alcentra And Benefit Street Partners Under Unified BSP Alternative Credit Platform

By Amit Chowdhry ● Yesterday at 8:11 AM

Franklin Templeton has aligned its U.S. and European alternative credit businesses, Benefit Street Partners and Alcentra, under an updated Benefit Street Partners (BSP) brand, completing the firms’ integration following Franklin Templeton’s acquisitions of BSP in 2019 and Alcentra in 2022.

Raymond James Brings In $175 Million Advisor Janet Bone

By Amit Chowdhry ● Jan 24, 2026

Raymond James has welcomed St. Louis-based financial advisor Janet Bone, CFP, to Raymond James & Associates, the firm’s employee advisor channel, according to Amy Smart, Mid-American regional director for RJA.

Sapient Capital Adds Former JPMorgan Managing Director Sarah White As Partner in New York

By Amit Chowdhry ● Jan 24, 2026

Sapient Capital has recruited veteran private banker Sarah White as a Partner and Wealth Advisor in the firm’s New York office, adding a senior advisor with decades of experience serving ultra-high-net-worth families.

TritonPoint Partners Onboards $300 Million Firm Advocate Wealth In Buffalo

By Amit Chowdhry ● Jan 24, 2026

Advocate Wealth has joined TritonPoint Partners as the Buffalo-based advisory practice of Managing Director and founder Jonathan Amoia, expanding TritonPoint’s footprint in the U.S. Northeast and adding an advisor focused on business-owner and multigenerational planning.

LPL Partners With Wealth.com To Expand Estate Planning Access For 32,000+ Advisors

By Amit Chowdhry ● Jan 24, 2026

Wealth.com has struck a strategic relationship with LPL Financial that will make its end-to-end estate planning platform available across LPL’s ecosystem, extending access to more than 32,000 advisors and supporting LPL’s wealth planning and advanced planning teams through direct integration.

JPMorgan Acquires WealthOS To Boost UK Pensions Technology And Retirement Planning

By Amit Chowdhry ● Jan 24, 2026

JPMorgan Chase has completed its acquisition of UK-based pensions technology platform WealthOS, according to several media reports. WealthOS investor nVentures also confirmed the deal in a LinkedIn post. This deal marks the latest move by the U.S. banking giant to expand its capabilities in retirement and long-term savings.

Eldridge And Carlyle AlpInvest Launch Diversified Credit Platform And Close First Fund

By Amit Chowdhry ● Jan 24, 2026

Eldridge and Carlyle AlpInvest announced they have partnered to launch the Eldridge Diversified Credit platform, anchored by the closing of Eldridge Diversified Credit Fund I (EDCF I), the inaugural vehicle for the strategy.

Wealthcare Crosses $10 Billion In AUM And Expands Advisor Platform

By Amit Chowdhry ● Jan 23, 2026

Wealthcare Capital Management announced it delivered 32% assets-under-management growth in 2025, ending the year with more than $10 billion in AUM as the technology-enabled RIA continued to add advisors, roll out new partnerships, and expand its service model for independent firms.

LPL Onboards $150 Million Firm Wilson Peak Wealth

By Amit Chowdhry ● Jan 23, 2026

Jeffrey J. Wilson and Michael Sadowski have moved Wilson Peak Wealth Management to LPL Financial’s broker-dealer and registered investment advisor platform, aligning with Private Advisor Group to support the firm’s next phase of growth. The advisors reported serving approximately $150 million in advisory, brokerage, and retirement plan assets and previously operated at Wells Fargo Advisors.