Eric Felder joins Colter Lewis Investment Partners as CIO and partner by Released | Feb 19, 2026 Colter Lewis Investment Partners has announced that Eric Felder has joined as CIO and partner, further strengthening the firm’s commitment to providing clients with best-in-class investment counsel and portfolio management.
AE Wealth appoints veteran wealth leader and former Osaic executive Shannon Larson as president by Released | Feb 19, 2026 AE Wealth Management has announced that industry veteran Shannon Larson has joined as president.
Compound Planning opens 2026 with key executive hires and adviser additions by Released | Feb 19, 2026 Compound Planning, a digital family office committed to reimagining wealth management for the next generation, has announced strategic hires to strengthen key operational areas, in addition to adding new advisers to support continued client growth after surpassing $4 billion in assets under management in 2025.
Nicholas Wealth launches GLDN and SLVX as income-focused precious metals ETFs by Released | Feb 19, 2026 XFUNDS by Nicholas Wealth, a provider of actively managed income exchange-traded funds (ETFs), has announced the launch of two new ETFs: the Nicholas Gold Income ETF (GLDN) and the Nicholas Silver Income ETF (SLVX).
The good, the bad, and the ugly: Character counts more than structure by Geoffrey Dohrmann | Feb 19, 2026 In every market cycle, investors devote enormous energy to underwriting strategy, structure, alignment, and incentives.
Keebeck Wealth Management adds Abbas Kazmi to Arizona-based Keebeck Real Estate team by Released | Feb 18, 2026 Keebeck Real Estate, an investment capability of Keebeck Wealth Management focused on private real estate, has announced that Abbas Kazmi has joined the firm's Scottsdale, Ariz.–based real estate team to help further build and scale Keebeck Real Estate.
MAI Capital Management expands presence in West Virginia and Florida with addition of LOC Investment Advisers by Released | Feb 18, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of LOC Investment Advisers, a fee-only RIA with offices in Hurricane, W.V., and Jupiter, Fla.
Real Assets Adviser appoints Crista Demasi to editorial advisory board. by Elise Mackanych | Feb 18, 2026 Crista Demasi has been appointed to the Real Assets Adviser editorial advisory board.
American Beacon Partners teams with Cordillera Investment Partners to deliver alternative private market solutions to the wealth channel by Released | Feb 18, 2026 American Beacon Partners, a diversified asset management platform with more than 30 affiliated and independent manager partnerships, delivering value through traditional and alternative solutions, has announced a partnership with Cordillera Investment Partners, an investment management firm focused on investing in niche, non-correlated assets.
NEPC’s 20th annual survey reveals two decades of evolution in defined contribution plans by Released | Feb 18, 2026 NEPC, an investment consultant and outsourced chief investment officer, has released findings from its 20th annual Defined Contribution (DC) Plan Trends Survey, which examines innovations across DC plans and notable shifts in participant behavior.
Walton Global launches The American Builder Growth and Income Fund by Released | Feb 17, 2026 Walton Global, a real estate investment, land banking and land asset management company, has announced the launch of the American Builder Growth and Income Fund.
Caprock expands greater New York presence by Released | Feb 17, 2026 Caprock, a multi-family office registered investment adviser (RIA) serving ultra-high-net-worth clients, has announced it has moved into a new, larger location in Livingston, N.J. to support the firm’s adviser and client growth in the New York area.
Deutsche Bank Private Bank expands sports financing footprint by Released | Feb 17, 2026 Deutsche Bank’s Private Bank has announced an expansion of its sports financing footprint, with a focus on the United States and Europe under Arjun Nagarkatti, head of private bank United States and Europe International.
CenterSquare announces $50m co-investment vehicle with global investment and wealth management firm ESAS by Released | Feb 17, 2026 CenterSquare Investment Management, a global investment manager focused on actively managed real asset strategies, has announced the close of a new $50 million co-investment vehicle with global investment and wealth management firm ESAS that will focus on investments in CenterSquare’s Essential Service Industrial (ESI) strategy, a niche within small-bay industrial.
Economist Jay Parsons: What housing data shows about renters, supply and policy trade-offs by Andrea Zander | Feb 17, 2026 Housing affordability in the United States has become increasingly segmented, particularly for households that do not qualify for a mortgage but are seeking single-family living.
