Basic Capital and Carlyle collaborate to bring private markets investing to 401(k) plans by Released | Oct 22, 2026 Basic Capital, a technology-driven retirement platform, and global investment firm Carlyle have announced a collaboration to bring Carlyle’s private markets investment strategies, through certain SEI products, to 401(k) and other defined contribution plans.
Hines Private Wealth Solutions completes its largest Delaware statutory trust offering by Released | Oct 22, 2026 Hines, a global real assets investment manager, has announced that Hines Private Wealth Solutions has completed its ninth Delaware statutory trust (DST) offering (HREX 9 DST).
American Beacon appoints Matthew Tripp as vice president, senior client portfolio manager, ARK Invest by Released | Oct 22, 2026 American Beacon Partners, a provider of investment advisory services to institutional and retail markets, has announced the appointment of Matthew Trip, as senior client portfolio manager for ARK Invest.
CAPTRUST adds Raleigh, N.C.–based wealth management team by Released | Oct 22, 2026 CAPTRUST Financial Advisors has announced that a Raleigh, N.C.–based wealth management team led by Clark Abbott and Robert Hartinger has joined the firm.
ExchangeRight announces full subscription of $17.8m Net-Leased All-Cash 20 DST by Released | Oct 22, 2026 ExchangeRight, one of the nation’s leading providers of diversified Delaware statutory trust (DST) and REIT investments, has announced the full subscription of Net-Leased All-Cash 20 DST, a debt-free, $17.8 million portfolio of net-leased necessity-based retail properties that adds to the growing acquisition pipeline for its Essential Income REIT.
As choice expands, investors face greater complexity in evaluating wealth management providers by Released | Oct 22, 2026 The number of registered investment advisers (RIAs) managing more than $5 billion in assets has nearly doubled during the past five years, growing from 194 to 343, giving investors more choice than ever when selecting a wealth management provider.
ACORE CAPITAL launches wealth solutions platform, appoints industry veteran to lead it by Kali Arevalo | Oct 21, 2026 ACORE CAPITAL, a U.S. commercial real estate investment manager, has launched a dedicated platform designed to provide financial advisers and their clients access to institutional-quality commercial real estate investment strategies.
Mercer Advisors launches Aspen Investing, enhancing the delivery of institutional-caliber portfolios for clients by Released | Oct 21, 2026 Mercer Advisors, a national wealth management and financial planning firm, has announced the completed rollout of Aspen Investing, a proprietary investment platform that enhances the delivery of personalized, institutional-grade portfolios for the clients the firm serves.
FLX Networks and Blue Vault announce exclusive partnership to bring private markets data to FLX Analytics by Released | Oct 21, 2026 FLX Networks has announced an exclusive partnership with Blue Vault to bring comprehensive alternatives investment data and intelligence to FLX Analytics.
$2.3b ICG next joins Osaic from LPL Financial by Released | Oct 21, 2026 Osaic, one of the nation’s largest providers of wealth management strategies, has announced that ICG next, a New Jersey–based wealth management firm managing approximately $2.3 billion in client assets, has joined its growing adviser network.
Sagard expands private credit reach to U.S. wealth market, building on Baird partnership by Released | Oct 21, 2026 Sagard, a global alternative asset management firm, has announced its entry into the U.S. wealth market, marking a significant expansion of its private credit business.
Alter Domus partners with SUBSCRIBE to digitize investor onboarding across $4.5t operating platform by Released | Oct 20, 2026 Alter Domus, a global firm in private capital fund administration with $4.5 trillion in assets under administration, has partnered with SUBSCRIBE to digitize investor onboarding and fund subscriptions for its asset manager clients.
Beacon Pointe Advisors continues national expansion with latest RIA acquisitions by Released | Oct 20, 2026 Beacon Pointe Advisors has announced its continued national expansion through the recent acquisitions of WorthPointe Financial Planners, Silver Lake Capital Partners and R Meier Wealth Management.
Capital Square launches third Texas Active Living DST featuring age-restricted cottage homes near San Antonio by Released | Oct 20, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, has announced the launch of CS1031 Texas Active Living New Braunfels, DST.
Janney opens Houston office with four financial advisers as firm continues growth in Texas by Released | Oct 20, 2026 Janney Montgomery Scott has expanded its presence in Texas with the opening of a new office in Houston and the addition of four financial advisers collectively managing nearly $3.5 billion in client assets.
