Sammons Financial Group announces leadership transition by Released | Aug 6, 2026 Sammons Financial Group has announced a planned leadership transition designed to support the company's continued long-term growth and strategic direction.
WestKai Private Wealth joins LPL Strategic Wealth by Released | Aug 6, 2026 LPL Financial has announced that financial adviser Don Harrell of WestKai Private Wealth has joined LPL Financial’s supported independence model, LPL Strategic Wealth.
SoFi expands access to private markets with funds from CAZ Investments and AngelList Asset Management by Released | Aug 6, 2026 SoFi Technologies, an app for digital financial services, has introduced three new private market funds from CAZ Investments and AngelList Asset Management.
Prosperity names Brian Katz as CIO by Released | Aug 6, 2026 Prosperity, an EisnerAmper company, has named Brian Katz its CIO.
Alpaca Real Estate closes debut fund at $223m by Released | Aug 6, 2026 Alpaca Real Estate (ARE) has held a final close of its inaugural vehicle, Alpaca Real Estate Fund (Fund I) with approximately $223 million in total capital commitments, inclusive of co-investments closed to date of approximately $21 million.
LPL Research launches new model portfolios to expand adviser capabilities by Released | Aug 5, 2026 LPL Financial has announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings.
Chiron Real Estate Inc. appoints Matthew Whitlock as CIO by Released | Aug 5, 2026 Chiron Real Estate has announced the appointment of Matthew Whitlock as CIO, effective Aug. 3. Whitlock will lead the company’s investment activities, with responsibility for sourcing, structuring and executing senior housing investments, cultivating strategic partnerships, and helping guide the continued growth of Chiron’s senior housing platform.
Energea names Peter Lenardos CFO by Released | Aug 5, 2026 Energea, a global renewable-energy developer and operator managing four active investment portfolios, has appointed Peter Lenardos as CFO.
Orion Real Estate Group and Secure Properties launch 2026 private real estate investment fund by Released | Aug 5, 2026 Orion Real Estate Group and Secure Properties have announced the launch of Orion Pro Fund 2026, a real estate investment vehicle providing accredited investors access to income-producing net-lease assets with components eligible for 100 percent bonus depreciation tax benefits, offering the potential for meaningful near-term tax advantages alongside income-producing real estate.
Corient welcomes Summit Trail Advisors, deepening its ultra-high-net-worth leadership by Released | Aug 5, 2026 Corient has announced that Summit Trail Advisors, a registered investment adviser (RIA) focused exclusively on serving ultra-high-net-worth clients, will join Corient.
Wealth Enhancement announces acquisition of Miramar Capital, an independent RIA with more than $592m in client assets by Released | Aug 4, 2026 Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, announced it has acquired the investment advisory business of Miramar Capital, an independent RIA in Northbrook, Ill.
Summit Financial adds $520m in assets through partnerships with Kamal Capital Group, M Group Investment Advisor by Released | Aug 4, 2026 Summit Financial, a preeminent investment advisory firm offering integrated wealth management and planning services, has announced the addition of two investment advisory firms, Kamal Capital Group and M Group Investment Advisor, to its rapidly expanding national platform.
Quincy Wells Advisors names Matt DenBleyker CIO by Released | Aug 4, 2026 Quincy Wells Group, has named Matt DenBleyker CIO of Quincy Wells Advisors.
Hightower Signature Wealth adds $2.5b in AUM through addition of Stearns Financial Group by Released | Aug 4, 2026 Hightower Advisors, a wealth management firm, has announced the addition of Stearns Financial Group (SFG) to Hightower Signature Wealth (HTSW).
AlphaCore Wealth Advisory strengthens Northeast presence with addition of Brave Family Advisors by Released | Aug 4, 2026 AlphaCore Wealth Advisory, an independent wealth advisory firm, has announced the addition of Brave Family Advisors a boutique wealth practice overseeing $700 million in client assets.
