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.
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.
