Alts Custodian launches private markets portfolio construction and modeling platform by Released | Aug 19, 2026 Alts Custodian has announced the launch of its new private markets portfolio construction and modeling platform, giving financial professionals a new way to evaluate alternative investments — not in isolation, but as part of the investor’s overall portfolio.
Cove Capital Investments adds another asset to its growing portfolio of debt-free DST offerings by Released | Aug 19, 2026 Cove Capital Investments, a national sponsor of debt-free 1031 exchange Delaware Statutory Trust (DST) investments, announced it has successfully completed the acquisition of a 29,000-square-foot retail asset located in Shreveport, La.
CAIS expands adviser access to alternative investments with strategies from Apollo, AQR, Blackstone and more by Released | Aug 19, 2026 CAIS, an alternative investment platform for independent financial advisers, has announced that nearly 40 new and existing alternative asset managers have introduced strategies on the platform over the past six months, expanding adviser access to alternative investments as demand continues to evolve.
Cliffwater appoints Sam Walsh as managing director on Cascade real assets fund team by Released | Aug 19, 2026 Cliffwater, a private markets interval fund manager, has announced that Sam Walsh has joined as managing director on the Cascade real assets fund team.
Betterment launches custom portfolios with AI insights for retail investors by Released | Aug 19, 2026 Betterment, a wealth and savings platform, has announced the launch of Custom portfolios, a category-defining product that allows investors to build a portfolio security by security, while keeping the tax efficiency and convenience of automated portfolio management.
BMO makes key appointments in private wealth by Elise Mackanych | Aug 18, 2026 BMO Private Wealth has announced key appointments in its private wealth division, including Brad Brazier and Philip Jeremy Dupuis as senior portfolio managers, Chris Au-Yeung as director, managed solutions business development and Christopher Bean as head of Canadian alternatives.
Experienced advisory team with $160m in assets joins Ameriprise Financial by Released | Aug 18, 2026 Financial advisers Lee Winters III and Chris McClure recently joined the branch channel of Ameriprise Financial from Wells Fargo Clearing Services, in Columbia S.C., with $160 million in client assets.
NewEdge Wealth adds Houston location in continued expansion by Released | Aug 18, 2026 NewEdge Capital Group announced that it has continued its nationwide expansion with the establishment of a NewEdge Wealth office in Houston.
O’Reilly joins Millenia Investments, affiliates with Osaic by Released | Aug 18, 2026 Osaic, a provider of wealth management strategies, has announced that O’Reilly has joined Millenia Investments and affiliated with Osaic.
MAI Capital Management expands California presence with addition of OG Private Wealth by Released | Aug 18, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of OG Private Wealth, a fee-only RIA with offices in Chico and Hermosa Beach, Calif.
Goldman Sachs announces agreement to acquire NEOS Investments by Released | Aug 17, 2026 The Goldman Sachs Group has announced it has entered into an agreement to acquire NEOS Investments, a specialized provider of systematic options-based income exchange-traded funds (ETFs).
Four Springs TEN31 Xchange acquires Amazon-leased sortation center in Georgia and launches $58.93m industrial DST offering by Released | Aug 17, 2026 Four Springs TEN31 Xchange (FSXchange), a sponsor of Delaware statutory trust (DST) investment programs and 1031 replacement properties, has announced the acquisition of a 278,670-square-foot Amazon cross-dock sortation center in Appling, Ga., and the concurrent launch of FSX Industrial 36, DST, a $58.93 million all-cash offering available exclusively to accredited investors.
Glenmede appoints Michael Novak as relationship manager, wealth advisory by Released | Aug 17, 2026 Glenmede, a privately held and independently owned wealth and investment management firm, has announced the appointment of Michael Novak as relationship manager, wealth advisory, and managing director, reporting into Bethany Bryant, Ohio regional director.
MAI Capital Management expands into Atlanta market through acquisition of Waypoint Wealth Counsel by Released | Aug 17, 2026 MAI Capital Management, a registered investment adviser (RIA), has announced the acquisition of Waypoint Wealth Counsel, an Atlanta-based, fee-only RIA offering comprehensive financial planning, investment management and financial advisory services.
Perspectives: Beatlemania and the new mega-fund managers — different stages, same phenomenon by Geoffrey Dohrmann | Aug 17, 2026 At first glance, comparing the Beatles to Blackstone, Brookfield, KKR, Apollo, Ares or BlackRock seems absurd. One group wrote songs. The others raise capital. One attracted screaming teenagers. The others attract pension funds, sovereign wealth funds and private wealth investors.
