Mawer launches private equity fund by Released | Jul 6, 2026 Mawer Investment Management Ltd. has launched the Mawer Private Equity Fund, bringing its established private equity strategy to Mawer Private Wealth clients.
Coastal Bridge Advisors, Waddell & Associates and One Charles Private Wealth combine firms by Released | Jul 6, 2026 Coastal Bridge Advisors (CBA), Waddell & Associates (W&A) and One Charles Private Wealth have merged.
Macquarie Asset Management surpasses $1.6b in CLO pricing by Released | Jul 6, 2026 Macquarie Asset Management (MAM) has surpassed $1.6 billion in U.S. collateralized loan obligation (CLO) pricing in 18 months with the successful pricing of its third CLO, Market Street CLO Ltd. III (Market Street III).
Study finds 401(k) plans outperformed pensions with private market exposure by Released | Jul 6, 2026 Americans for Financial Reform Education Fund and law firm Engstrom Lee have released a new report that found defined contribution retirement plans, such as 401(k)s, with virtually no exposure to private equity or other alternative assets, have outperformed defined benefit pension plans with substantial allocations to those investments.
Cerity Partners expands into Oregon after merger with Cordant Wealth Partners by Released | Jul 2, 2026 Cerity Partners has merged with Cordant Wealth Partners.
Richard Brothers Financial Advisors joins Savant Wealth Management by Released | Jul 2, 2026 Savant Wealth Management, a fee-only registered investment adviser, has partnered with Richard Brothers Financial Advisors.
Clearstead expands national presence with addition of strategic team in Philadelphia by Released | Jul 2, 2026 Clearstead Advisors has acquired the Philadelphia-based wealth management team formerly part of myCIO Wealth Partners.
Sovereign investors prioritize resilience, diversification amid heightened global uncertainty by Andrea Zander | Jul 1, 2026 Sovereign investors managing approximately $29 trillion are undertaking a broad reassessment of portfolio construction, according to the 14th annual Invesco Global Sovereign Asset Management Study.
EP Wealth Advisors expands Northern California presence with the acquisition of Opes Wealth Management by Released | Jul 1, 2026 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with Menlo Park, Calif.-based Opes Wealth Management. The partnership adds specialized planning expertise and more than $900 million in assets under management (AUM).
Morgan Stanley Wealth Management expands access to private markets and alternatives with PMAX – Balanced and PMAX – Growth Funds by Released | Jun 26, 2026 Morgan Stanley Wealth Management announced that it has expanded access to the Morgan Stanley Private Markets and Alternatives Fund (PMAX) by registering it as PMAX - Balanced.
StackStone departs from Ameriprise, launches independent practice by Elise Mackanych | Jun 26, 2026 StackStone Wealth, a private advisory practice, has announced their departure from Ameriprise Financial to transition to an independent registered investment adviser (RIA).
LPL Financial welcomes Tribute Financial by Released | Jun 25, 2026 LPL Financial has announced that the financial advisers of Tribute Financial have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform.
Pierstone Wealth Management launches as independent advisory firm headquartered in New York City by Released | Jun 23, 2026 Pierstone Wealth Management has announced the launch of its new independent advisory firm.
Valence launches wealth management firm built around the client, not the adviser by Released | Jun 22, 2026 Valence has announced its launch, introducing a fundamentally new operating model for wealth management.
Osaic welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network by Released | Jun 18, 2026 Osaic, a provider of wealth management strategies, has announced that Signature Private Wealth Management has joined its growing network of independent advisers.
