Plancorp announces first major acquisition in more than 40 years, adding $1b in client assets, Fresno, Calif., office by Released | Apr 1, 2026 Plancorp Wealth Management, a national fee-only wealth management firm based in St. Louis, has announced it has acquired Regency Investment Advisors, an independent registered investment adviser (RIA) headquartered in Fresno, Calif.
Carlyle to acquire majority stake in MAI Capital Management by Released | Apr 1, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced that it has signed an agreement for funds managed by global investment firm Carlyle to acquire a majority stake in the company, valuing it at more than $2.8 billion.
Hilco Global’s Neil Aaronson on disciplined lending in a dislocated market by Andrea Zander | Apr 1, 2026 As traditional lenders pull back and refinancing pressure reshapes the commercial real estate landscape, new opportunities are emerging for capital providers willing to underwrite complexity and uncertainty.
AlTi Global announces CEO Transition, appoints Nancy Curtin as interim CEO by Released | Mar 31, 2026 AlTi Global, an independent global wealth manager with $93 billion in assets, has announced that Nancy Curtin has been appointed interim CEO of AlTi and to its board of directors, effective immediately.
EP Wealth advisors expands East Coast presence with the acquisition of Divergent Planning by Released | Mar 31, 2026 EP Wealth Advisors, a fee-only registered investment advisor (RIA), has announced its partnership with Bethesda, Md.-based Divergent Planning, establishing a new East Coast region for the firm and adding approximately $418 million in assets under management (AUM).
Savant Wealth Management partners with Exencial Wealth Advisors and Heller Wealth Management by Released | Mar 31, 2026 Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced new partnerships with Exencial Wealth Advisors and Heller Wealth Management, further accelerating the firm’s national growth strategy and expanding its presence in key markets.
RFG Advisory expands capital solutions with first majority acquisition of RVA Wealth Management by Released | Mar 31, 2026 RFG Advisory, a wealth management firm dedicated to helping independent financial advisers build their business without compromise, has announced it has completed the majority acquisition of RVA Wealth Management, a Richmond, Va.-based advisory firm managing more than $320 million in client assets.
Franklin Templeton strengthens global client group leadership with key appointments by Released | Mar 31, 2026 Franklin Templeton, a global investment firm, has announced the appointment of Brett Mossman as head of U.S. product and Lyenda Delp as head of global insurance and institutional asset solutions, alongside the elevation of Kim Roy to COO of the Global Client Group (GCG).
ORIX USA welcomes James Gruver as head of capital formation by Released | Mar 30, 2026 ORIX Corporation USA has announced the appointment of James Gruver as managing director and head of capital formation, representing a significant milestone in the firm’s continued evolution and growth trajectory. Gruver is based in New York and reports to Jeff Abrams, group head of private credit and real estate and member, executive committee.
DST.com joins Concorde Investment Services, launching platform for DST investors and adviser business development by Released | Mar 30, 2026 Concorde Investment Services, an independent broker-dealer and registered investment adviser serving financial advisers nationwide, has announced that DST.com, a newly launched platform designed to modernize how investors access Delaware statutory trust offerings, has joined the Concorde platform.
Q&A: Realty Income CFO on structuring the $1b Apollo partnership by Andrea Zander | Mar 30, 2026 Realty Income Corp. has entered into a partnership with Apollo under which Apollo-managed funds and affiliates will invest $1 billion for a 49 percent stake in a new joint venture. The venture will own a diversified portfolio of approximately 500 single-tenant retail properties subject to long-term net leases, and Realty Income will continue to manage the assets.
Principal’s Rich Hill on less supply and greater selectivity in the recovery by Andrea Zander | Mar 30, 2026 Rich Hill, senior managing director and global head of research and strategy at Principal Real Estate, said in an interview with IREI, development activity has declined across property types, particularly in multifamily and industrial, as higher labor, material and financing costs have constrained new supply.
Merrill Lynch 2025 events saw $31m in support by Elise Mackanych | Mar 30, 2026 Asset managers spent $31.2 million on supporting Merrill Lynch events in 2025, according to AdvisorHub, marking a 28 percent increase from the $24.4 million in 2024.
Colliers: Life sciences sector enters more measured growth phase by Released | Mar 27, 2026 The U.S. life sciences real estate sector is transitioning into a more sustainable phase following several years of rapid expansion, according to Colliers’ 2026 Life Sciences Market Outlook.
BGO’s Ryan Severino: Macro environment is a delay, not a shock by Andrea Zander | Mar 27, 2026 The current macro environment should be viewed not as a traditional economic shock, but as a delay mechanism that pushes out the timeline for normalization, according to Ryan Severino, chief economist at BGO, in his recent report.
