PNC Wealth Management launches Premier Client, integrated banking and investing offering by Released | Feb 13, 2026 PNC Wealth Management has introduced an integrated banking and investment offering for individuals and families seeking holistic financial solutions.
Regions Bank names Kafi Slaughter as private wealth leader serving key Texas markets by Released | Feb 13, 2026 Regions Bank has announced Kafi Slaughter has joined the bank to serve as area wealth leader for private wealth management.
Concorde welcomes financial adviser Frank Piscitelli to platform through Sequent Real Estate + Wealth Management by Released | Feb 13, 2026 Concorde has announced that financial adviser Frank Piscitelli has joined its platform through Sequent Real Estate + Wealth Management, an affiliated real estate and wealth management firm.
IDT Capital Group joins Osaic, bringing $186m in client assets by Released | Feb 13, 2026 Osaic, a provider of wealth management strategies, has announced that IDT Capital Group, an independent wealth management firm based in Melville, NY., has joined Osaic through New York Financial Partners (NYFP), an Osaic office of supervisory jurisdiction (OSJ).
Global X expands commodity line-up with new fund launch by Released | Feb 12, 2026 Global X Management Co., a New York City–based provider of exchange-traded funds (ETFs), has announced the launch of the Global X Commodity Strategy ETF (COMD).
Alpha Cubed Investments joins CAPTRUST by Released | Feb 12, 2026 CAPTRUST Financial Advisors has announced Alpha Cubed Investments (ACI), based in Southern California, has joined the firm.
Mark Kremers appointed to lead Merrill Lynch’s Mountain Pacific territory by Released | Feb 12, 2026 Merrill Lynch has appointed Mark Kremers to lead the Mountain Pacific territory.
Cerity Partners welcomes Verus Investments, expanding its offerings to institutional and wealth clients by Released | Feb 12, 2026 Cerity Partners, an independent investment and wealth management firm in the United States, has announced that it is merging with Verus Investments, an institutional investment consulting and advisory firm that provides services to clients with approximately $1.2 trillion in assets.
Nuveen agrees to acquire Schroders in $13.5b deal by Released | Feb 12, 2026 Nuveen has agreed to acquire Schroders in a board-recommended cash transaction valued at £9.9 billion ($13.5 billion).
The Bahnsend Group opens new Silicon Valley Office, hires financial adviser Sean Buxton by Released | Feb 11, 2026 The Bahnsen Group, a wealth management firm with more than $9 billion in assets under management, has announced the opening of its new office in Silicon Valley, and the hiring of financial adviser Sean Buxton.
McKinsey and MIO Partners join Neuberger by Released | Feb 11, 2026 McKinsey and Company and Neuberger Berman Group jointly announce that they have entered into an agreement for MIO to join Neuberger.
Juniper Square’s Brandon Sedloff on the emerging themes of 2026 real assets by Elise Mackanych | Feb 11, 2026 Brandon Sedloff, chief real estate officer at Juniper Square, explores in a LinkedIn post the trends and themes that are particularly prominent among the real assets crowd.
Bluespring Wealth Partners welcomes $2.3b SHP Financial by Released | Feb 11, 2026 Bluespring Wealth Partners, an acquirer of registered investment advisers (RIAs) and wealth management firms, has announced the acquisition of financial planning firm SHP Financial.
Cologix expands digital infra footprint in Virginia’s Data Center Alley by Kali Arevalo | Feb 11, 2026 Cologix, a network-neutral interconnection and hyperscale edge data center company in North America, has acquired 38 acres of land in Ashburn, Va.
Q&A: Opto Investments on commercial real estate opportunities and challenges in 2026 by Elise Mackanych | Feb 10, 2026 As the commercial real estate environment settles in after a tumultuous 2025, investors can expect a year of outcomes driven less by prediction and more by realistic, selective strategies.
