Cerity Partners announces merger with Austin Private Wealth by Released | Jan 9, 2026 Cerity Partners, a independent wealth management firm, has announced that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin.
Fair Street Advisors joins Integrated Partners to expand high-net-worth capabilities by Released | Jan 8, 2026 Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), has announced that Fair Street Advisors has joined its platform.
Concorde Investment Services announces adoption of AltsIllustrator, an analytics platform for alternative investments by Released | Jan 8, 2026 Concorde Investment Services, an independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, has announced the firmwide adoption of AltsIllustrator, an innovative analytics and comparison platform developed by two financial advisers within the Concorde system.
EP Wealth Advisors continues Arizona expansion with acquisition of Capital Insight Partners by Released | Jan 7, 2026 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with Capital Insight Partners (CIP), a Scottsdale, Ariz.–based wealth management firm with more than $730 million in assets under management (AUM).
ExchangeRight fully subscribes $55.9m Net-Leased Portfolio 71 DST by Released | Jan 7, 2026 ExchangeRight, a provider of diversified REITs and Delaware statutory trust (DST) investments, has announced the full subscription of Net-Leased Portfolio 71 DST.
Bernicke Wealth Management opens new office in Wisconsin by Released | Jan 6, 2026 Bernicke Wealth Management, an independent wealth management firm, is expanding its presence with the opening of a new office in the Park Place at Packerland building in De Pere, Wis.
Retail money pours into private markets as risks emerge by Elise Mackanych | Dec 23, 2025 Private companies, including artificial intelligence firms and startups, are surging as an opportunity for investors.
Nuclear power gains momentum as Portland fund posts 95% returns by Elise Mackanych | Dec 22, 2025 As the future of global power generation remains uncertain, the sector mulls which form of energy production can meet the steadily increasing demand as well as satisfy sustainability guidelines.
ACRE launches global wealth solutions offering, appoints Emily Conte to lead by Released | Dec 19, 2025 ACRE, a leading vertically integrated, residential real estate investment firm with capabilities across the capital structure, has announced the launch of ACRE Wealth Solutions, a new platform to support RIAs, family offices, financial advisers and their clients.
Osaic expands Empowered Independence Channel with $1.1b Veater Financial Group by Released | Dec 18, 2025 Osaic, a provider of wealth management strategies, has announced that Veater Financial Group (VFG), an established financial planning firm led by president and financial professional George Veater, has joined Osaic’s Empowered Independence (W-2) channel.
Prospera Financial Services welcomes Alphera Wealth Advisors by Released | Dec 18, 2025 Prospera Financial Services, a boutique wealth management firm supporting a nationwide network of independent advisers, has announced that New York Citys–based Alphera Wealth Advisors has joined its platform.
Canopy partners with Alto IRA to streamline investing in private deals by Released | Dec 12, 2025 Alto, a self-directed individual retirement account (IRA) platform bringing private markets to individual retirement portfolios, has announced a new partnership with Canopy, a special purpose vehicle (SPV) management solution empowering fund managers and investors to seamlessly close and manage private transactions.
Cohen & Steers launches two new ETFs by Released | Dec 11, 2025 Cohen & Steers has added to its suite of actively managed exchange-traded funds (ETFs) with the launch of two new strategies: The Cohen & Steers Infrastructure Opportunities Active ETF and the Cohen & Steers Short Duration Preferred and Income Active ETF.
2026 real estate outlook — advisers recommend discipline, strong underwriting by Loretta Clodfelter | Dec 11, 2025 In a recent webinar, members of the Real Assets Adviser Editorial Advisory Board shared their outlook for the 2026 real estate market within the private wealth channel.
Fed cuts rates by 25bps at December 2025 meeting by Andrea Zander | Dec 11, 2025 The Federal Reserve concluded its December 2025 meeting with the Federal Open Market Committee voting to cut interest rates by 25 basis points — a decision with implications for real assets investors.
