Farther launches multi-family office, setting a new standard for generational wealth management by Released | Apr 10, 2026 Farther – Intelligent Wealth Management, has launched Farther Family Office (FFO), a bespoke offering for ultra-high-net-worth (UHNW) families.
Compound Planning surpasses $5b in AUM; adds four senior hires by Released | Apr 9, 2026 Compound Planning, a digital family office committed to reimagining wealth management for the next generation, has announced it reached $5 billion in assets under management (AUM) — marking 75 percent growth since January 2025.
$2.4b advisory team launches Evertern Wealth in Naples, Fla. by Released | Apr 8, 2026 Evertern Wealth, a newly formed independent wealth and family office advisory firm, has launched in Naples, Florida. The firm is led by veteran advisers Jason Stephens and Mic Lundon, whose team previously oversaw approximately $2.4 billion in client assets.
DST.com joins Concorde Investment Services, launching platform for DST investors and adviser business development by Released | Mar 30, 2026 Concorde Investment Services, an independent broker-dealer and registered investment adviser serving financial advisers nationwide, has announced that DST.com, a newly launched platform designed to modernize how investors access Delaware statutory trust offerings, has joined the Concorde platform.
iCapital and Aladdin Wealth partner to bring alternatives into core adviser portfolios by Released | Mar 26, 2026 iCapital, a global fintech company, and Aladdin Wealth, BlackRock’s proprietary technology platform for the wealth management industry, have announced a new technology partnership to integrate iCapital’s alternative investments technology platform with Aladdin Wealth.
When housing policy becomes political theater: The 21st Century ROAD to Housing Act by Geoffrey Dohrmann | Mar 19, 2026 Last week, the U.S. Senate passed the 21st Century ROAD to Housing Act by an overwhelming bipartisan margin. At first glance, that alone should inspire confidence. Housing affordability is one of the most pressing economic and social challenges in the country, and Congress rarely agrees on anything — let alone something this consequential.
LPL Financial welcomes Consilium Wealth by Released | Mar 19, 2026 LPL Financial has announced that advisers Stephen Horvath, Brady Doe and David Hermann have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform to form Consilium Wealth.
Edelman Financial Engines launches transformative firmwide planner ownership program by Released | Mar 17, 2026 Edelman Financial Engines (EFE) has announced the transformational expansion of its employee equity ownership with a $175 million equity distribution to the firm’s financial planners.
Comstock announces launch of data center platform by Released | Mar 13, 2026 Comstock Holding Cos. has launched its data center platform (DCP) through its entry into two separate arrangements with strategic partners to pursue the development of large-scale data center campuses across land parcels located in Oklahoma and the Mid-Atlantic region.
Thrivent continues major growth push with plans to add 600 more financial advisers in 2026 by Released | Mar 10, 2026 Thrivent, a Fortune 500 financial services company, has announced plans to hire 600 new financial advisers in 2026.
U.S. Bancorp Advisors launches suite of offerings for investors new to building wealth by Released | Mar 9, 2026 U.S. Bancorp Advisors (USBA), a registered investment adviser and affiliate of U.S. Bank, has announced the launch of a suite of offerings designed for individuals who are new to investing or beginning to build wealth.
Asset managers to join new Corastone platform as investors alongside Apollo, Franklin Templeton by Released | Mar 9, 2026 Corastone, a hyperscaler for private-market investing, has announced Fidelity Investments, Future Standard and Hamilton Lane as investors in Corastone and its alternative-investing operating platform.
Fidelity expands alternative investment resources for wealth management firms with new model portfolios and education program by Released | Mar 4, 2026 Fidelity Investments has announced two new suites of turnkey model portfolios and an expanded set of educational resources to better support wealth management firms as they seek to understand and implement alternative investments in their practices.
Wealthspire launches an enhanced family office for complex, multi-generational families by Released | Mar 3, 2026 Wealthspire, an independent wealth management, retirement advisory and business management firm with nearly $600 billion in assets under management or advisement, has announced the launch of Wealthspire Family Office, the next phase in the firm’s strategic evolution following its capital restructuring and integration initiatives last fall.
Pravati Capital partners with SEI, provides advisers with expanded access to litigation finance as alternative investment by Released | Feb 27, 2026 Pravati Capital, a litigation finance firm in the United States, has announced a strategic partnership with SEI to offer litigation finance as an alternative investment opportunity through SEI Access, an enhanced, end-to-end alternatives platform and product marketplace designed for registered investment advisers (RIAs) and wealth managers.
