ACORE CAPITAL launches wealth solutions platform, appoints industry veteran to lead it by Kali Arevalo | Oct 21, 2026 ACORE CAPITAL, a U.S. commercial real estate investment manager, has launched a dedicated platform designed to provide financial advisers and their clients access to institutional-quality commercial real estate investment strategies.
Mercer Advisors launches Aspen Investing, enhancing the delivery of institutional-caliber portfolios for clients by Released | Oct 21, 2026 Mercer Advisors, a national wealth management and financial planning firm, has announced the completed rollout of Aspen Investing, a proprietary investment platform that enhances the delivery of personalized, institutional-grade portfolios for the clients the firm serves.
FLX Networks and Blue Vault announce exclusive partnership to bring private markets data to FLX Analytics by Released | Oct 21, 2026 FLX Networks has announced an exclusive partnership with Blue Vault to bring comprehensive alternatives investment data and intelligence to FLX Analytics.
$2.3b ICG next joins Osaic from LPL Financial by Released | Oct 21, 2026 Osaic, one of the nation’s largest providers of wealth management strategies, has announced that ICG next, a New Jersey–based wealth management firm managing approximately $2.3 billion in client assets, has joined its growing adviser network.
Sagard expands private credit reach to U.S. wealth market, building on Baird partnership by Released | Oct 21, 2026 Sagard, a global alternative asset management firm, has announced its entry into the U.S. wealth market, marking a significant expansion of its private credit business.
Alter Domus partners with SUBSCRIBE to digitize investor onboarding across $4.5t operating platform by Released | Oct 20, 2026 Alter Domus, a global firm in private capital fund administration with $4.5 trillion in assets under administration, has partnered with SUBSCRIBE to digitize investor onboarding and fund subscriptions for its asset manager clients.
Beacon Pointe Advisors continues national expansion with latest RIA acquisitions by Released | Oct 20, 2026 Beacon Pointe Advisors has announced its continued national expansion through the recent acquisitions of WorthPointe Financial Planners, Silver Lake Capital Partners and R Meier Wealth Management.
Capital Square launches third Texas Active Living DST featuring age-restricted cottage homes near San Antonio by Released | Oct 20, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, has announced the launch of CS1031 Texas Active Living New Braunfels, DST.
Janney opens Houston office with four financial advisers as firm continues growth in Texas by Released | Oct 20, 2026 Janney Montgomery Scott has expanded its presence in Texas with the opening of a new office in Houston and the addition of four financial advisers collectively managing nearly $3.5 billion in client assets.
Signal vs. noise for the week ending Oct. 17, 2026 by Geoffrey Dohrmann | Oct 20, 2026 Real estate fundraising had its weakest quarter since 2013, a hedge fund abandoned its property raise, and EQT agreed to buy a U.S. manager with about 180 institutional clients.
Blackstone announces $8.7b final close for Blackstone Energy Transition Partners V by Released | Oct 19, 2026 Blackstone has announced the final close of Blackstone Energy Transition Partners V (BETP V) at $8.7 billion — more than 50 percent larger than its predecessor vehicle.
Sowell Management names Scott Dooley CIO, launches Sowell Office of the CIO by Released | Oct 19, 2026 Sowell Management, a registered investment adviser serving financial advisers and their clients nationwide, has announced the appointment of Scott Dooley as CIO and the evolution of its investment management platform into the Sowell Office of the CIO.
Coatue Management names Nicholas Hertz head of private wealth by Elise Mackanych | Oct 19, 2026 Coatue Management has appointed Nicholas Hertz as head of private wealth.
New Mountain shares insights on mission-critical manufacturing by Andrea Zander | Oct 19, 2026 Manufacturing has long sat on the fringes of institutional real estate, but that may be changing
EQT to acquire Stockbridge by Released | Oct 19, 2026 EQT has signed an agreement to acquire Stockbridge, a U.S. real estate investment manager with approximately $16.5 billion in fee-generating assets under management.
