Steward Partners adds more than $2.2b in client assets across six adviser teams by Kali Arevalo | Oct 1, 2026 Steward Partners, a full-service, employee-owned independent financial services firm, added six adviser teams representing more than $2.2 billion in combined client assets during the third quarter of 2026.
Concurrent extends adviser footprint with acquisition of Spire Investment Partners by Kali Arevalo | Oct 1, 2026 Concurrent Investment Advisors has acquired Spire Investment Partners, a wealth management platform serving independent financial professionals across the United States, extending its adviser footprint to 33 states.
Lear Investment Management appoints Eric Stephenson managing director and director of research by Released | Oct 1, 2026 Lear Investment Management, a Dallas-based Securities and Exchange Commission–registered investment adviser serving high-net-worth individuals, families, advisers and institutions, has announced that Eric Stephenson has joined the firm as managing director and director of research.
Sandy Cove Advisors joins Hightower Signature Wealth by Released | Oct 1, 2026 Hightower Advisors has announced that Sandy Cove Advisors, a Hingham, Mass.–based wealth management firm with approximately $752 million in assets under management, has joined Hightower Signature Wealth.
AdvizorPro launches private placement data for sponsors raising capital through private offerings by Released | Oct 1, 2026 AdvizorPro, a wealth management and financial adviser intelligence platform, has announced new private placement data for sponsors and issuers raising capital through private offerings.
Wealth Enhancement expands family office capabilities by Released | Oct 1, 2026 Wealth Enhancement is expanding its ultra-high-net-worth and family office capabilities through Reserve by Wealth Enhancement and a new partnership with RWA Wealth Partners, one of the largest woman-led registered investment advisers in the nation.
$6b DayMark Wealth Partners expands into Sarasota, Fla., with new team by Released | Sep 30, 2026 DayMark Wealth Partners has announced its expansion into Sarasota, Fla., with the addition of four new team members: Andrew Cardone, Chuck Brown, Skylar Mosconi and Michael Callahan.
Inland Securities Corp. promotes Daniel Gawley to senior vice president, private capital by Released | Sep 30, 2026 Inland Securities Corp., the exclusive dealer manager and placement agent for real estate investment programs offered by Inland Real Estate Investment Corp. and its affiliates, has announced the promotion of Dan Gawley, a 12-year Inland veteran, to senior vice president, private capital, for the Southern California territory.
Defensive measures: How rearmament will drive residential investment by Justin Curlow | Sep 30, 2026 Last year, Germany took a step that would have been unthinkable a decade ago — voting to lift its constitutional debt brake and committing €600 billion ($682 billion) to defense and infrastructure in a single legislative session.
Kestra Financial welcomes $550m Ecclesiastes Wealth Partners to its adviser community by Released | Sep 30, 2026 Kestra Financial, a wealth management platform, has announced that Ecclesiastes Wealth Partners, a Richardson, Texas–based wealth management firm, has joined its community of independent financial advisers.
New York Life Investment Management to acquire majority ownership stake in Invictus Capital Partners by Released | Sep 30, 2026 New York Life Investment Management (NYLIM), a global asset management firm with approximately $838 billion in assets under management, and Invictus Capital Partners, a U.S. single-family residential credit investment manager with more than $20 billion in gross assets under management, have jointly announced that they have entered into a definitive agreement for NYLIM to acquire a majority ownership stake in Invictus.
Waverly Advisors acquires Heartwood Wealth Advisors by Released | Sep 29, 2026 Waverly Advisors, a federally registered investment adviser that specializes in investment management, financial planning and wealth management services for high-net-worth individuals, families, corporate retirement plans and institutional clients, has acquired Heartwood Wealth Advisors, a wealth management firm based in Richmond, Va., with approximately $1.7 billion in assets under management.
Northwestern Mutual launches family office services, enabling firms to comprehensively serve ultra-high-net-worth clients by Released | Sep 29, 2026 Northwestern Mutual is announcing Family Office Services, a new integrated offering designed to serve select clients with more coordinated, multigenerational financial planning.
Griffin Capital fully subscribes $59.9m multifamily DST in Kansas City, Mo. by Released | Sep 29, 2026 Griffin Capital Co., a private real estate investment manager and Griffin Capital affiliate, has announced that its Griffin Union Berkley Multifamily DST fully subscribed its $59.9 million offering of Union Berkley, a 407-unit, class A multifamily community in Kansas City, Mo.
Raymond James expands model portfolios to support advisers serving high-net-worth clients by Released | Sep 29, 2026 Raymond James is expanding its Private Wealth platform by further enhancing the investment resources, specialized expertise and support for financial advisers serving high-net-worth and ultra-high-net-worth clients.
