SEC considers increasing retail exposure to private markets by Elise Mackanych | Sep 4, 2026 The U.S. Securities and Exchange Commission (SEC) is considering a rule to increase retail exposure to private markets, according to a review from Aug. 31.Â
Alternative investments emerge as a differentiator in adviser retention for private banks by Released | Sep 4, 2026 As competition for adviser talent intensifies, access to alternative investment products may play a growing role in how advisers evaluate firm affiliation.
F.L.Putnam expands Midwest presence with $1b Wisconsin team by Released | Sep 4, 2026 F.L.Putnam Investment Management Company (FLP) has announced its expansion into Wisconsin with the acquisition of the Red Granite team from an affiliate of 1251 Capital Group.
FP Alpha adds AI-powered scenario insights and agent to make forward-looking tax planning easier for advisers by Released | Sep 4, 2026 FP Alpha, an AI-powered advanced financial planning platform, has announced significant enhancements to its Tax Projector tool designed to make sophisticated, forward-looking tax planning easier and more accessible for financial advisers.
Invito Energy Partners opens DrillCo 2026 Fund, its seventh non-operated offering, after deploying more than $62m by Released | Sep 3, 2026 Invito Energy Partners, a Texas-based sponsor of institutional-quality direct energy investments, has announced the opening of the Invito DrillCo 2026 Fund, a diversified non-operated working interest fund offering up to $40 million to accredited investors.
Fortress Investment Group announces acquisition of University Village in North Carolina for Fortress Real Estate Exchange platform by Released | Sep 3, 2026 Fortress Investment Group has announced that affiliated funds have closed the acquisition of University Village, a 600-bed student housing community serving UNC Greensboro and NC A&T State University.
Keebeck Wealth Management names Grant Bushman director, investments by Released | Sep 3, 2026 Keebeck Wealth Management announced the hiring of Grant Bushman as director, investments, a newly created position designed to strengthen the firm’s investment process and reach younger ultra-high-net-worth families.
Summit Wealth Group expands to the Pacific Northwest with acquisition of Financial Investment Team by Released | Sep 3, 2026 Summit Wealth Group, a national independent registered investment adviser (RIA), has announced its acquisition of Financial Investment Team (FIT), a fee-based financial planning practice based in Portland, Ore.
Sequoia Financial Group acquires $2.3b RIA BSW Wealth Partners, deepening Colorado presence by Released | Sep 3, 2026 Sequoia Financial Group, an SEC-registered wealth manager with $34.9 billion in assets under management as of June 30, 2026, has acquired BSW Wealth Partners, a Colorado-based independent wealth management firm.
Sound Point Capital appoints Faris AbiNader as head of real estate capital formation by Released | Sep 2, 2026 Sound Point Capital Management, a global alternative credit manager, has announced that Faris AbiNader has joined the firm as head of real estate capital formation, with a focus on institutional capital formation for Sound Point’s commercial real estate (CRE) credit business.
Constitution Capital launches Horizon CIT with more than $50m in initial assets, expanding private equity access for defined contribution plans by Released | Sep 2, 2026 Constitution Capital Partners, an alternative asset manager focused on private equity and private credit investments, has announced the launch of the Constitution Capital Horizon CIT, a collective investment trust designed to provide defined contribution (DC) plan participants with access to private equity.
MAI Capital Management names Amy Brady managing partner, adding veteran financial services executive to drive enterprise-wide growth by Released | Sep 2, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced it has hired Amy Brady, who will join as a managing partner in MAI’s Office of Managing Partners, the firm’s leadership team that oversees its respective business segments.
Socha Financial Group joins Savant Wealth Management by Released | Sep 2, 2026 Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced it has partnered with Socha Financial Group, an RIA in Corning, N.Y., with approximately $542 million in assets under management (AUM).
Sequoia Financial Group acquires $2.3b RIA BSW Wealth Partners, deepening Colorado presence by Released | Sep 2, 2026 Sequoia Financial Group, an SEC-registered wealth manager with $34.9 billion in assets under management as of June 30, 2026, has acquired BSW Wealth Partners, a Colorado-based independent wealth management firm.
Real Assets Adviser appoints John Wallace to editorial advisory board by Released | Sep 1, 2026 John Wallace has been appointed to the Real Assets Adviser editorial advisory board.
