Ardian, ADIA to launch new real estate secondaries platform by Released | Mar 10, 2026 Ardian has reached an agreement with a wholly owned subsidiary of the Abu Dhabi Investment Authority (ADIA), to launch a new real estate secondaries platform.
NewEdge Advisors partners with $6b Stonegate Investment Group by Released | Mar 10, 2026 NewEdge Capital Group, has announced that Stonegate Investment Group of Birmingham, Ala. has affiliated with its NewEdge Advisors RIA.
Hightower adds first external acquisition to Hightower Signature Wealth with $5b Journey Strategic Wealth by Released | Mar 5, 2026 Hightower Advisors, one of the leading independent wealth management firms in the United States, has announced it has entered into an agreement with Journey Strategic Wealth, marking its first external acquisition into Hightower Signature Wealth (HTSW).
Wealth Enhancement announces acquisition of The H Group and affiliated wealth management practice by Released | Mar 4, 2026 Wealth Enhancement, a national independent wealth management firm, has announced it has acquired The H Group and its affiliated practice, FocusPoint Solutions, which collectively oversee more than $6.7 billion in client assets.
Massachusetts-based Heritage Financial joins Savant Wealth Management by Released | Mar 4, 2026 Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced it has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn and Rockland, Mass.
Cerity Partners announces merger with Edge Financial Advisors by Released | Mar 3, 2026 Cerity Partners has announced its merger with Edge Financial Advisors, an independent wealth management firm based in Wheaton, Ill..
CPP Investments, Equinix to acquire atNorth for $4b by Released | Mar 2, 2026 Canada Pension Plan Investment Board (CPP Investments) and Equinix have entered into a joint agreement to purchase atNorth, a Nordic high-density colocation and built-to-suit data center provider, from Partners Group.
MLG Capital joins iCapital Marketplace to expand RIA access to alternative investments by Released | Feb 26, 2026 MLG Capital, a national leader in diversified private real estate investments, has announced that MLG Private Fund VII and MLG Dividend Fund VII are available on iCapital Marketplace.
$1.2b RIA chooses Beacon Pointe Advisors for next phase of growth by Released | Feb 25, 2026 Beacon Pointe Advisors has announced its latest acquisition of The Financial Advisors in Andover and Newburyport, Mass., deepening the firm's presence in the New England market.
Hampton Bluff Capital Partners launches Atlanta-based independent wealth management firm by Released | Feb 24, 2026 Elevation Point, a minority stake partner for independent advisers and breakaway firms, has announced it has made a strategic minority investment in Hampton Bluff Capital Partners, an Atlanta-based wealth management firm.
MAI Capital Management expands presence in West Virginia and Florida with addition of LOC Investment Advisers by Released | Feb 18, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of LOC Investment Advisers, a fee-only RIA with offices in Hurricane, W.V., and Jupiter, Fla.
American Beacon Partners teams with Cordillera Investment Partners to deliver alternative private market solutions to the wealth channel by Released | Feb 18, 2026 American Beacon Partners, a diversified asset management platform with more than 30 affiliated and independent manager partnerships, delivering value through traditional and alternative solutions, has announced a partnership with Cordillera Investment Partners, an investment management firm focused on investing in niche, non-correlated assets.
IDT Capital Group joins Osaic, bringing $186m in client assets by Released | Feb 13, 2026 Osaic, a provider of wealth management strategies, has announced that IDT Capital Group, an independent wealth management firm based in Melville, NY., has joined Osaic through New York Financial Partners (NYFP), an Osaic office of supervisory jurisdiction (OSJ).
Alpha Cubed Investments joins CAPTRUST by Released | Feb 12, 2026 CAPTRUST Financial Advisors has announced Alpha Cubed Investments (ACI), based in Southern California, has joined the firm.
Cerity Partners welcomes Verus Investments, expanding its offerings to institutional and wealth clients by Released | Feb 12, 2026 Cerity Partners, an independent investment and wealth management firm in the United States, has announced that it is merging with Verus Investments, an institutional investment consulting and advisory firm that provides services to clients with approximately $1.2 trillion in assets.
