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.
Mark Kremers appointed to lead Merrill Lynch’s Mountain Pacific territory by Released | Feb 12, 2026 Merrill Lynch has appointed Mark Kremers to lead the Mountain Pacific territory.
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.
Nuveen agrees to acquire Schroders in $13.5b deal by Released | Feb 12, 2026 Nuveen has agreed to acquire Schroders in a board-recommended cash transaction valued at £9.9 billion ($13.5 billion).
The Bahnsend Group opens new Silicon Valley Office, hires financial adviser Sean Buxton by Released | Feb 11, 2026 The Bahnsen Group, a wealth management firm with more than $9 billion in assets under management, has announced the opening of its new office in Silicon Valley, and the hiring of financial adviser Sean Buxton.
McKinsey and MIO Partners join Neuberger by Released | Feb 11, 2026 McKinsey and Company and Neuberger Berman Group jointly announce that they have entered into an agreement for MIO to join Neuberger.
Juniper Square’s Brandon Sedloff on the emerging themes of 2026 real assets by Elise Mackanych | Feb 11, 2026 Brandon Sedloff, chief real estate officer at Juniper Square, explores in a LinkedIn post the trends and themes that are particularly prominent among the real assets crowd.
Bluespring Wealth Partners welcomes $2.3b SHP Financial by Released | Feb 11, 2026 Bluespring Wealth Partners, an acquirer of registered investment advisers (RIAs) and wealth management firms, has announced the acquisition of financial planning firm SHP Financial.
Cologix expands digital infra footprint in Virginia’s Data Center Alley by Kali Arevalo | Feb 11, 2026 Cologix, a network-neutral interconnection and hyperscale edge data center company in North America, has acquired 38 acres of land in Ashburn, Va.
Q&A: Opto Investments on commercial real estate opportunities and challenges in 2026 by Elise Mackanych | Feb 10, 2026 As the commercial real estate environment settles in after a tumultuous 2025, investors can expect a year of outcomes driven less by prediction and more by realistic, selective strategies.
American Beacon Partners names Tim McGeeney head of product development by Released | Feb 10, 2026 American Beacon Partners, a diversified asset management platform with more than 30 affiliated and independent manager partnerships, has announced that Tim McGeeney has joined the firm as head of product development.
Arete Wealth announces C-suite leadership transitions by Released | Feb 10, 2026 Arete Wealth (AWI) — the parent holding company of Arete Wealth Management (AWM), a FINRA-registered broker-dealer, Arete Wealth Advisors (AWA), an SEC-registered investment adviser, and Arete Insurance Agency (AIA), a state-licensed insurance agency — has announced a series of executive leadership promotions and appointments to support the firm's continued growth and innovation in the wealth management industry.
CenterSquare announces new $50m investment vehicle with ESAS by Released | Feb 10, 2026 CenterSquare Investment Management, a global investment manager focused on actively managed real asset strategies, has announced the close of a new $50 million co-investment vehicle with global investment and wealth management firm ESAS that will focus on investments in CenterSquare's Essential Service Industrial (ESI) strategy, a niche within small-bay industrial.
Schroders and Apollo to deliver next-generation investment solutions in multi-channel partnership by Released | Feb 10, 2026 Schroders and Apollo have announced a strategic partnership to develop a next generation of innovative wealth and retirement investment solutions aimed at enhancing client choice and outcomes.
Dynasty Financial Partners closes minority capital raise, with investors including BlackRock and Charles Schwab by Released | Feb 9, 2026 Dynasty Financial Partners has announced the successful closure of a minority capital raise supported by its community of stakeholders including its employees, clients and resource partners, as well as several of its long-standing investors and members of its board of directors.
