Steward Partners welcomes Zelniker Dorfman Private Wealth in strategic partnership, expanding its reach in the Northeast and Florida by Released | Jun 12, 2026 Steward Partners, a full-service, employee-owned, independent financial services firm, has announced a strategic partnership with Zelniker Dorfman Private Wealth, marking the largest wirehouse breakaway in its history and adding $2.4 billion in client assets to Steward Partners' platform in its M&A Channel.
ExchangeRight fully subscribes $58.6m net-leased portfolio 72 DST by Released | Jun 11, 2026 ExchangeRight, a provider of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 72 DST.
Allocate and Dynasty Financial Partners expand partnership to power private market access and solutions by Released | Jun 11, 2026 Allocate, the private markets operating system for wealth advisory firms and fund managers, has announced an expanded partnership with Dynasty Financial Partners, one of the largest platforms serving independent registered investment advisories (RIAs) with $125 billion in assets under administration as of the fourth quarter of 2025.
Mission Wealth announces two strategic mergers, marking continued growth in 2026 by Released | Jun 10, 2026 Mission Wealth recently completed two strategic mergers with independent wealth advisory firms, representing the firm's third and fourth partnerships completed this year.
SUBSCRIBE and Envestnet establish strategic partnership to incorporate alternatives within unified managed accounts by Released | Jun 10, 2026 SUBSCRIBE, a global fintech company providing the leading enterprise operating system for alternative investments, and Envestnet, an Adaptive WealthTech company, has announced a strategic partnership that will enable advisers to incorporate investments made via SUBSCRIBE's alternative investments platform within Envestnet's unified managed account (UMA) and Tamarac platforms.
MAI Capital Management expands Northeast presence with addition of Saybrook Wealth Group by Released | Jun 10, 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 Saybrook Wealth Group, an Old Saybrook, Connecticut-based RIA with approximately $273 million in assets under management (AUM).
Hightower expands the Hightower Family Office for ultra-high-net-worth families by Released | Jun 10, 2026 Hightower Advisors have announced the expansion of the Hightower Family Office, broadening the capabilities and support available to ultra-high-net-worth clients through Hightower advisers.
Newmark arranges $975m financing for mission-critical data center in Northern Virginia by Released | Jun 9, 2026 Newmark has arranged a $975 million balance sheet financing for Project Helios, a newly constructed, state-of-the-art data center in northern Virginia, a critical hub for internet traffic and network infrastructure.
RFG Advisory expands adviser access to alternatives and structured investments through iCapital partnership by Released | Jun 8, 2026 RFG Advisory, an innovator in the wealth management industry dedicated to helping independent financial advisers build their business without compromise, has announced a strategic partnership with iCapital, the global fintech company shaping the future of investing.
Osaic welcomes $300m firm, Neville & Associates by Released | Jun 5, 2026 Osaic, a provider of wealth management strategies, has announced that Neville & Associates has joined the firm from LPL Financial.
Petershill at Goldman Sachs Alternatives announces the sale of non-control ownership stake in ArcLight Capital Partners by Released | Jun 4, 2026 Petershill at Goldman Sachs Alternatives has announced the sale of its stake in ArcLight Capital Partners.
Sachem Capital Corp. and Industrial Realty Group announce strategic combination to create IRG Realty Trust, a top-10 public industrial REIT by Released | Jun 4, 2026 Sachem Capital Corp., a real estate lender specializing in originating, underwriting, funding, servicing and managing a portfolio of loans secured by first mortgages on real property, and Industrial Realty Group (IRG), a private real estate development and investment firm specializing in the acquisition, development and management of commercial and industrial real estate throughout the United States, have announced that they have entered into a definitive contribution agreement under which IRG will contribute 98 industrial assets from its 200-asset portfolio owned by IRG and/or its partners to Sachem, and once completed, the combined company will operate as IRG Realty Trust, Inc. (IRGT).
Modern Wealth Management expands Florida footprint with acquisition of $1.1b Flaharty Asset Management by Released | Jun 3, 2026 Modern Wealth Management, a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, has announced an asset purchase agreement with Clearwater, Fla.-based Flaharty Asset Management, a holistic wealth management firm overseeing approximately $1.1 billion across advisory and brokerage assets.
Wellington Management to acquire Hartford Funds from The Hartford by Released | Jun 3, 2026 Wellington Management, an independent investment manager, and The Hartford, have announced they have entered into a definitive agreement under which Wellington will acquire Hartford Funds, a provider of investment solutions for the wealth management market.
N10 Holdings launches with Dynasty Financial Partners by Released | Jun 3, 2026 N10 Holdings has announced its launch into independence, powered by Dynasty Financial Partners, with the debut of two separate yet affiliated firms, N10° Wealth and N10° Assets, focused on serving high and ultra-high-net-worth clients.
