Principal expands Featured Partner Program to support private market access in retirement plans by Released | Aug 27, 2026 Principal Financial Group has announced an expansion of the Principal Featured Partner Program to support private market strategies within retirement plans, helping plan sponsors and financial professionals pursue broader diversification and long-term retirement outcomes for participants.
Barings appoints Brian Maute as head of U.S. wealth by Released | Aug 26, 2026 Barings, an alternative investment manager, has announced that Brian Maute has joined the firm as head of U.S. wealth.
Mercer Global Advisors expands Ohio Valley presence with NorthAvenue Financial Advocates by Released | Aug 26, 2026 Mercer Global Advisors, a national registered investment adviser, has announced the acquisition of NorthAvenue Financial Advocates, a Columbus, Ohio-based wealth management firm with more than $220 million in assets under management (AUM).
Cresset expands to Boca Raton, Fla., welcomes $4b advisory team by Released | Aug 26, 2026 Cresset has announced that it is expanding to Boca Raton, Fla., with the addition of a 16-person advisory team led by Michael Bober and Ed Ventrice.
Prosperity names Jeff Lenhart president by Released | Aug 26, 2026 Prosperity, an EisnerAmper Company, has named Jeff Lenhart president.
Nasdaq Fund Secondaries, Harrison Street Asset Management and LODAS Markets collaborate to advance strategic liquidity for interval funds by Released | Aug 26, 2026 Nasdaq Fund Secondaries, LODAS Markets and Harrison Street Asset Management (HSAM) have announced a collaboration in the development of a managed transaction environment designed to provide incremental liquidity dynamics to interval-fund investors.
NewEdge Wealth adds Houston location in continued expansion by Released | Aug 25, 2026 NewEdge Capital Group has announced that it has continued its nationwide expansion with the establishment of a NewEdge Wealth office in Houston.
Texas governor pauses new data center development pending audits by Kali Arevalo | Aug 25, 2026 It appears Texas is taking a page from New York state’s book in its approach to new data center development.
LPL Financial welcomes Conte Wealth Advisors by Released | Aug 25, 2026 LPL Financial has announced that the Conte Wealth Advisors (CWA) team has joined LPL Financial’s broker-dealer and registered investment adviser platform.
Capital Square expands national accounts team with addition of Phillip Jensen by Released | Aug 25, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, has announced that Phillip Jensen has joined the firm as senior vice president, national accounts, and will also oversee sales efforts in the Northwest territory comprising California, Idaho, Montana, Oregon, Washington and Wyoming.
Real Assets Adviser appoints Ambrish Baisiwala to editorial advisory board by Released | Aug 25, 2026 Ambrish Baisiwala has been appointed to the Real Assets Adviser editorial advisory board.
Greycourt announces Mike Meehan as CIO by Released | Aug 24, 2026 Greycourt, an investment adviser to ultra-high-net-worth families and family offices, has announced that Michael Meehan has joined the firm as managing director and CIO. Meehan brings deep experience and expertise working collaboratively with sophisticated investors across public and private markets.
Marsh appoints Thomas Cannataro U.S. wealth management leader by Released | Aug 24, 2026 Marsh, a global firm in risk, reinsurance and capital, people and investments, and management consulting has announced that Thomas Cannataro will join Mercer as its U.S. wealth management leader, effective immediately. He will report to Anne Marie Schultz, Mercer’s U.S. investments commercial leader.
IronGate joins Osaic from Ameriprise with $367m in client assets by Released | Aug 24, 2026 Osaic, a provider of wealth management strategies, has announced that IronGate Services, a Cedar Rapids, Iowa-based advisory firm overseeing approximately $367 million in client assets, has joined Osaic from Ameriprise Financial Services through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction.
SAX Wealth Advisors welcomes Lighthouse Financial and adds $350m in AUM by Released | Aug 24, 2026 SAX Wealth Advisors, an independent wealth management firm and part of SAX Advisory Group, has announced the acquisition of Lighthouse Financial, marking the firm’s second Florida office and further extending its advisory footprint.
