Axxes Capital announces collaboration with Bridge Investment Group by Released | Nov 24, 2025 Axxes Capital, a private markets investment firm dedicated to providing wealth advisers and their clients access to innovative private markets solutions, has announced a collaboration with Bridge Investment Group to offer investors access to vehicles managed by Bridge and its affiliated registered investment advisers via retail alternative fund structures managed by Axxes Capital.
Grandview Partners joins Kestra Financial’s adviser community by Released | Nov 21, 2025 Kestra Financial, a wealth management platform, has announced that Grandview Partners, a Westwood, Mass.–based firm whose personnel manage approximately $800 million in assets under management (AUM), has joined its community of independent financial advisers.
iCapital deploys DLT to streamline alternative investment onboarding and pre-trade processing by Released | Nov 21, 2025 iCapital, a global fintech company, has announced the deployment of distributed ledger technology (DLT) to support Morgan Stanley Wealth Management’s industry-leading alternatives business.
Morgan Properties closes $354m acquisition of Dream Residential REIT by Released | Nov 21, 2025 Morgan Properties has acquired Dream Residential Real Estate Investment Trust (REIT) for $354 million.
Carson Group adds $1.5b Total Wealth Planning Team by Released | Nov 20, 2025 Carson Group, a wealth advisory firm with more than $50 billion in assets under management (AUM), has announced a new strategic partnership with Total Wealth Planning, an Ohio-based wealth planning firm that serves approximately $1.45 billion in AUM.
Osaic welcomes $705m True Wealth Advisors from LPL Financial by Released | Nov 20, 2025 Osaic, a provider of wealth management strategies, has announced that True Wealth Advisors has joined the firm from LPL Financial.
SUBSCRIBE unveils private markets research list on Altscape Marketplace by Released | Nov 20, 2025 SUBSCRIBE, an operating system for alternative investments has announced the launch of its Research Select List, a curated list of alternative investment strategies with investment and operational due diligence reviews conducted by independent investment consultants.
Private Advisor Group launches minority investment by LPL Financial by Released | Nov 20, 2025 Private Advisor Group, a financial services firm, and LPL Financial Holdings, has announced LPL's acquisition of a minority ownership stake in Private Advisor Group.
MAI Capital Management continues national expansion with addition of Court Place Advisors by Released | Nov 18, 2025 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of Court Place Advisors, an Ellicott City, Md.–based RIA with $366 million in assets under management.
Investment consultants hold large role in the push into private markets by Elise Mackanych | Nov 18, 2025 Investment consultants have played a significant role in the recent push into private markets.
The Mather Group announces partnership with Napa Wealth Management by Released | Nov 17, 2025 The Mather Group (TMG), a wealth management firm serving individuals and families nationwide, has announced its partnership with Napa Wealth Management (NWM), a Napa Valley, Calif.–based registered investment adviser (RIA) with just under $300 million in assets under management.
Lido Advisors to partner with Fountainhead Advisors by Released | Nov 17, 2025 Lido Advisors, a national wealth advisory firm with more than $38 billion in regulatory assets under management (AUM), has announced it will be partnering with Fountainhead Advisors, an independent wealth management firm headquartered in Warren, N.J.
United Capital Financial Advisors acquires Apexium Financial by Released | Nov 17, 2025 United Capital Financial Advisors, a registered investment adviser (RIA), has announced the acquisition of Apexium Financial, a nationwide RIA with offices located in the Northeast, Mid-Atlantic and Southwest.
How AI is reshaping multifamily and affordable housing: Insights from Multifamily Impact Council’s Bob Simpson by Andrea Zander | Nov 14, 2025 As artificial intelligence (AI) continues to transform industries across the economy, the multifamily and affordable housing sector is beginning to explore technologies that can enhance efficiency, decision-making and impact.
Edward Jones plans largest capital raise in company history, $1.3 billion by Elise Mackanych | Nov 13, 2025 Edward Jones has set a goal of $1.25 billion to offer limited partners in the coming year, alongside its launch of a new limited partnership structure.
