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.
Man Group expands U.S. wealth offering with launch of fifth ETF by Released | Sep 25, 2026 Man Group, a global alternative investment manager, has announced the launch of the Man Active Global Infrastructure ETF (MGIN).
CAPTRUST expands presence in New York with addition of Compass Advisors and Long Island Wealth Management by Released | Sep 24, 2026 CAPTRUST Financial Advisors has announced that Compass Advisors and Long Island Wealth Management (LIWM) have joined the organization.
AssetMark expands private markets platform by Released | Sep 24, 2026 AssetMark has expanded its private markets platform.
CIM Group welcomes Adam Lerer as managing director in continued expansion of Real Estate Equity team by Released | Sep 23, 2026 CIM Group has announced that Adam Lerer has joined the firm as managing director, investments.
Beta Wealth Group expands with new CPA-led tax and accounting firm by Released | Sep 23, 2026 Beta Wealth Group, an independent wealth management firm providing personalized planning and institutional-quality investment management, has announced the launch of Beta Wealth Group Tax & Accounting, a separate CPA-led firm under common ownership.
Legislation introduced to strip opportunity zone tax breaks for data centers by Released | Sep 21, 2026 U.S. Senator Josh Hawley has introduced the No Tax Breaks for Data Centers Act to prevent Big Tech companies from taking advantage of tax incentives previously authorized by Congress to encourage investment in low-income communities.
$1.3b Ameriprise team breaks away to form Fathom Advisors by Elise Mackanych | Sep 18, 2026 A former Ameriprise advisory team, overseeing $1.3 billion in assets, has broken away from the broker-dealer to launch an independent registered investment adviser (RIA), Fathom Advisors.
Google, NVIDIA and Emerald AI launch alliance to advance flexible AI data centers that adapt to grid conditions by Released | Sep 18, 2026 Google, NVIDIA and Emerald AI, a technology startup that transforms AI data centers into flexible grid assets, have launched a first-of-its-kind coalition to advance flexible AI data centers that can dynamically manage their electricity use in response to grid conditions.
Columbia Threadneedle Investments and Hamilton Lane announce strategic collaboration to deliver investment solutions to the wealth channel by Released | Sep 16, 2026 Columbia Threadneedle Investments and private markets investment firm Hamilton Lane have announced a strategic collaboration to deliver innovative investment solutions to the wealth channel.
U.S. data center company Saragon launches with $1b investment from I Squared Capital by Kali Arevalo | Sep 9, 2026 A new U.S. data center company known as Saragon has launched with $1 billion of backing from I Squared Capital.
