Cetera welcomes former Commonwealth advisers Jim Tucker, Patrick Bria and their team overseeing approximately $420m in AUA by Released | Aug 13, 2026 Cetera welcomes financial advisers Jim Tucker and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in assets under advisement (AUA).
Merit Financial Advisors acquires $900m firm, The Bridgeway Group, expanding Southern California presence by Released | Aug 13, 2026 Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has announced the acquisition of The Bridgeway Group, a Southern California-based wealth management firm with offices in Pasadena and Covina.
Bank of America launches $250b, 18-month critical infrastructure finance initiative by Released | Aug 13, 2026 In celebration of America's 250th anniversary, Bank of America has announced the Critical Infrastructure Finance Initiative to mobilize and deploy $250 billion to support U.S. infrastructure development through financing, investment and advisory solutions.
Cohen & Steers launches real assets active ETF by Released | Aug 13, 2026 Cohen & Steers has announced it has launched the Cohen & Steers Real Assets Active ETF (CSRA).
Hightower announces $275m acquisition of Valley Financial Group by Released | Aug 13, 2026 Hightower Advisors has announced that Valley Financial Group, an independent wealth management practice based in Ambler, Penn., will join Hightower Signature Wealth (HTSW), Hightower’s fully integrated national wealth management practice.
Cambridge continues growth with strong first half 2026 results by Released | Aug 12, 2026 Cambridge Investment Research, a financial solutions firm, has announced that 189 advisers have joined its independent platform during the first half of the year, bringing approximately $6.8 billion in assets under advisement (AUA) and $55.9 million in annualized revenue.
Fiduciary Trust Co. appoints Doris Meister as CEO by Released | Aug 12, 2026 Fiduciary Trust Company, a Boston-based private wealth management and trust firm, have announced that executive chair, Doris Meister has been named president and CEO.
Capital Square Housing Trust names Gus Remppies president by Released | Aug 12, 2026 Capital Square Housing Trust, a real estate investment trust (REIT) sponsored by Capital Square, has announced that its board of directors has appointed Gus Remppies as president of the REIT. The appointment strengthens the REIT’s leadership as it continues to grow a portfolio of high-quality housing communities across the Southeast.
Alto launches private deal room for RIAs, unlocking private markets access inside retirement accounts by Released | Aug 12, 2026 Alto, a marketplace and custodian connecting retirement capital with private markets opportunities, has announced the launch of adviser access to Alto Private Deal Room, a digital platform that enables registered investment advisers (RIAs) to seamlessly execute self- and client-sourced private markets deals from onboarding to close, all through a single workflow with built-in operational and custodial support.
Non-listed BDCs see steep declines in fundraising by Released | Aug 12, 2026 Non-listed business development companies (BDCs) saw significant declines in fundraising in the second quarter of 2026, according to research from Robert A. Stanger & Co.
Top1031 tracks every triple-net-lease DST offering free in 2026 by Released | Aug 11, 2026 Top1031, a free, complete directory of every active and historical 1031 Delaware Statutory Trust offering, has published its comparison of the seven platforms accredited investors use most to research triple-net-lease DST offerings ahead of 2026 exchange deadlines.
Real Capital Solutions launches contrarian office fund amid historic office market dislocation by Released | Aug 11, 2026 Real Capital Solutions (RCS), a real estate investment firm with more than four decades of experience investing through market cycles, has announced the launch of the RCS Contrarian Office Fund, a private investment vehicle that will target class A and B office properties in prime and secondary U.S. markets experiencing financial distress.
F.N.B. Corp. enhances offering for ultra-high-net-worth clients and business owners with investment in family wealth advisory services by Released | Aug 11, 2026 F.N.B. Corp. has announced it has further enhanced its family wealth offering for ultra-high-net-worth clients with an additional investment in specialized, sophisticated advisory services and advanced solutions.
Members Trust Co. names Anna Weyl senior vice president, wealth management consultant by Released | Aug 11, 2026 Members Trust Company (MTC), a provider of wealth management and trust services, has announced that Anna Weyl has joined the company as senior vice president, wealth management consultant.
Macquarie Asset Management, GIC and Anthropic establish new data center platform in the U.S. by Kali Arevalo | Aug 11, 2026 Macquarie Asset Management and GIC have forged a strategic partnership with Anthropic, the artificial intelligence research and development company behind Claude, a large language model.
