FLX Networks and Blue Vault announce exclusive partnership to bring private markets data to FLX Analytics by Released | Oct 21, 2026 FLX Networks has announced an exclusive partnership with Blue Vault to bring comprehensive alternatives investment data and intelligence to FLX Analytics.
$2.3b ICG next joins Osaic from LPL Financial by Released | Oct 21, 2026 Osaic, one of the nation’s largest providers of wealth management strategies, has announced that ICG next, a New Jersey–based wealth management firm managing approximately $2.3 billion in client assets, has joined its growing adviser network.
Alter Domus partners with SUBSCRIBE to digitize investor onboarding across $4.5t operating platform by Released | Oct 20, 2026 Alter Domus, a global firm in private capital fund administration with $4.5 trillion in assets under administration, has partnered with SUBSCRIBE to digitize investor onboarding and fund subscriptions for its asset manager clients.
Waterloo launches Everstead, a private wealth and family office brand for ultra-high-net-worth families, led by Grayson Dunaway by Released | Oct 16, 2026 Waterloo Capital, an Austin-based registered investment adviser, has announced the launch of Everstead, a private wealth and family office brand dedicated to ultra-high-net-worth individuals and families.
T. Rowe Price moves to deepen and expand engagement with wealth advisers by Released | Oct 15, 2026 T. Rowe Price, a global investment management firm and a leader in retirement, is increasing the capacity of its U.S. Intermediaries Wealth Management business to deepen and expand adviser engagement and relationships.
Sammons Financial Group launches wealth advisory, Criterion by Released | Oct 14, 2026 Criterion — composed of three national wealth advisory leaders — has announced its next phase of growth.
Macquarie Asset Management launches dedicated infrastructure education offering for wealth advisers by Released | Oct 9, 2026 Macquarie Asset Management (MAM) has announced the launch of its dedicated education program for wealth advisers focused on private infrastructure to deepen their understanding of the asset class and its role in client portfolios.
SagePoint Capital Partners launches with $2b in client assets, betting on trust and stewardship by Released | Oct 9, 2026 SagePoint Capital Partners has announced its formal launch as a relationship-led family office firm serving entrepreneurs, multigenerational families, professional athletes, entertainers, creators and other high-profile clients with complex wealth needs.
ADISA announces 2026 alternative investments industry award winners by Released | Oct 7, 2026 ADISA, the nation’s largest trade association for the alternative investments industry, announced the recipients of its 2026 industry awards, including honorees in four new award categories introduced this year.
Wealthspire launches dedicated sports and entertainment practice by Released | Oct 6, 2026 Wealthspire has announced the launch of Wealthspire Sports & Entertainment (WSE), a dedicated practice serving professional athletes, entertainers, creators and other individuals whose careers and financial lives often require specialized advice and coordination.
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.
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.
Treasury, IRS issue proposed regulations on installment payments for tax on certain farmland sales by Released | Sep 29, 2026 The Department of the Treasury and the Internal Revenue Service today issued proposed regulations for taxpayers who sell or exchange qualifying farmland to qualified farmers and elect to pay the tax on the gain in four equal annual installments.
Altruist expands alternatives marketplace with pre-IPO investment opportunities by Released | Sep 25, 2026 Altruist, an AI-forward wealth technology and custody platform for financial advisers, has announced the expansion of its alternatives marketplace to include pre-IPO special-purpose vehicles.
Americana Partners launches family office group by Released | Sep 25, 2026 Americana Partners has launched Americana Partners Family Office Group.
