Modera Wealth Management names CIO, COO by Released | Jul 15, 2026 Modera Wealth Management has named Gaurav Mallik as CIO and Shelly Kapoor as COO.
DC Plan sponsors see opportunity in alternatives by Released | Jul 15, 2026 Alternative investments — historically the domain of high-net-worth and institutional investors — are quickly garnering attention in the defined contribution (DC) retirement plan market.
LPL Financial welcomes HighWater Wealth to Quotient Advisor Partners by Released | Jul 15, 2026 The advisers of HighWater Wealth have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform.
95% of advisers surveyed are now using alternative investments in client portfolios by Released | Jul 15, 2026 The results of a new survey released today indicate broad adoption of alternative investments within client portfolios, a widespread implementation trend being driven by advisors and clients alike. T
Williams announces $5.34b investment in power innovation JV from Blackstone by Released | Jul 14, 2026 Williams has signed an agreement led by funds managed by Blackstone Credit & Insurance, in partnership with Apollo and insurance vehicles and accounts managed by KKR, to support the development of its five announced behind-the-meter Power Innovation projects.
Caprock announces acquisition of Venturi Private Wealth by Released | Jul 14, 2026 Caprock has acquired Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.
J.P. Morgan Asset Management survey finds plan participants want an ‘easy button,’ more retirement income support by Released | Jul 14, 2026 J.P. Morgan Asset Management has released its 2026 Defined Contribution (DC) Plan Participant Survey Findings.
Nuveen, CalSTRS form $2b strategic partnership to finance sustainable infrastructure investments by Released | Jul 14, 2026 Nuveen has formed a strategic partnership with the California State Teachers’ Retirement System.
Milhaus to acquire Broadshore Capital Partners by Released | Jul 14, 2026 Milhaus and SRG Residential have completed their merger, forming a national, vertically integrated multifamily platform focused on developing, owning and managing apartment communities in more than 20 top U.S. apartment markets.
Focus Financial Network expands to East Coast with Jennifer McDonald by Released | Jul 13, 2026 Focus Financial Network, a $9.5 billion Registered Investment Advisor (RIA), has plans to expand into the Mid-Atlantic with its first East Coast office in Winchester, Va.
FINTRX: 7.2%of independent RIAs actively invest in ESG by Released | Jul 13, 2026 FINTRX has found 7.2 percent of independent registered investment advisers are active environmental, social and governance (ESG) investors, based on an analysis of 12,895 firms nationwide.
Global Wealth Report 2026: Global wealth rose more than 10% in 2025 by Released | Jul 13, 2026 Global personal wealth increased 10.8 percent in U.S. dollar terms in 2025, accelerating from growth of 4.6 percent in 2024 and 4.2 percent in 2023. Europe, the Middle East and Africa recorded the strongest growth at 17.5 percent, followed by the Americas at 8.5 percent and Asia Pacific at 5.9 percent.
F.L.Putnam acquires Seascape Capital Management by Released | Jul 13, 2026 F.L.Putnam Investment Management Co. has acquired Seascape Capital Management.
Summitry appoints Alex Katz and Conor Wilkes as co-CEOs by Released | Jul 13, 2026 Summitry, a Bay Area RIA that provides personalized financial planning and investment strategies that are rooted in local insight, has appointed Summitry president Alex Katz and COO Conor Wilkes to the roles of co-CEOs.
Capital Square Fully subscribes Richmond active-adult DST offering by Released | Jul 13, 2026 Capital Square has fully subscribed CS1031 Richmond Active Living Apartments, DST, a Regulation D private placement offering that raised equity from 108 investors.
