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.
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.
