Hightower’s The Bahnsen Group expands national footprint with addition of Hightower Naples by Released | Oct 6, 2026 Hightower has announced that Hightower Naples, a Naples, Fla.–based wealth management practice overseeing approximately $1.1 billion in assets under management, has joined The Bahnsen Group, a Hightower Company (TBG).
LPL Financial welcomes Praxis Financial Partners by Released | Oct 5, 2026 LPL Financial has announced that Praxis Financial Partners advisers Scott Christian, Cecil Loyd, Jay Gentry and Matt Dion have joined LPL Financial’s broker/dealer and registered investment adviser platform.
CAZ Investments announces launch of the CAZ GP Stakes Growth Fund, expanding GP stakes opportunities for investors by Released | Oct 5, 2026 CAZ Investments, a Houston-based alternative investment firm, has announced the launch of the CAZ GP Stakes Growth Fund, a registered interval fund designed to give investors exposure to the long-term growth of some of the leading private asset managers.
Northern Trust Wealth Management continues Northeast region expansion with two senior appointments by Released | Oct 5, 2026 Northern Trust Wealth Management has appointed Beth Emswiler and Andrew Borner as senior managing directors in the Northeast region.
Harrison Street says selectivity will drive real estate outcomes by Andrea Zander | Oct 5, 2026 The next phase of alternative real estate investing is expected to be driven more by asset selection and execution than by broad sector exposure, according to a new paper by Mike Gordon, global CIO of real estate at Harrison Street Asset Management.
Nuveen acquires Schroders, creating public-to-private asset and wealth manager with $2.6t of AUM by Kali Arevalo | Oct 5, 2026 Nuveen has completed its acquisition of Schroders, establishing one of the world’s leading active public-to-private asset and wealth managers. The combination joins together two renowned institutions with responsibility for a combined $2.6 trillion in assets under management across institutional and wealth channels.
Walker & Dunlop Investment Partners deploys $136m for Fund VII by Kali Arevalo | Oct 2, 2026 Walker & Dunlop Investment Partners (WDIP) has fully invested its Fund VII, having deployed a total of $135.8 million across 16 multifamily and industrial investments throughout the United States.
Uniting Wealth Partners adds former Morgan Stanley and Ameriprise advisers by Kali Arevalo | Oct 2, 2026 Two advisers from Morgan Stanley and Ameriprise are joining Uniting Wealth Partners (UWP) in its upstate New York office.
North American family offices shift from caution to optimism, report finds by Kali Arevalo | Oct 2, 2026 Family offices in North America are raising their expectations as they navigate the Great Wealth Transfer alongside rapid new wealth creation and technology transformation, according to findings from the 2026 North America Family Office Report, produced by RBC and Campden Wealth.
Cerity Partners merges with Echo Wealth Management by Kali Arevalo | Oct 2, 2026 Cerity Partners, an independent wealth management and investment advisory firm, has merged with Echo Wealth Management, a boutique, independent firm.
Ardian launches evergreen infrastructure ELTIF for qualified investors by Kali Arevalo | Oct 2, 2026 Ardian has launched a new evergreen fund, Ardian Access Infrastructure ELTIF (AAI ELTIF), to broaden access to private infrastructure for eligible investors in Europe.
Steward Partners adds more than $2.2b in client assets across six adviser teams by Kali Arevalo | Oct 1, 2026 Steward Partners, a full-service, employee-owned independent financial services firm, added six adviser teams representing more than $2.2 billion in combined client assets during the third quarter of 2026.
Concurrent extends adviser footprint with acquisition of Spire Investment Partners by Kali Arevalo | Oct 1, 2026 Concurrent Investment Advisors has acquired Spire Investment Partners, a wealth management platform serving independent financial professionals across the United States, extending its adviser footprint to 33 states.
Lear Investment Management appoints Eric Stephenson managing director and director of research by Released | Oct 1, 2026 Lear Investment Management, a Dallas-based Securities and Exchange Commission–registered investment adviser serving high-net-worth individuals, families, advisers and institutions, has announced that Eric Stephenson has joined the firm as managing director and director of research.
Sandy Cove Advisors joins Hightower Signature Wealth by Released | Oct 1, 2026 Hightower Advisors has announced that Sandy Cove Advisors, a Hingham, Mass.–based wealth management firm with approximately $752 million in assets under management, has joined Hightower Signature Wealth.
