Asset Management

CAPTRUST Expands With $830 Million Firm Suncoast Prosperity Advisors

By Amit Chowdhry ● Feb 28, 2026

CAPTRUST Financial Advisors announced that Suncoast Prosperity Advisors, a wealth management practice and division of Suncoast Equity Management based in Tampa, Florida, has joined CAPTRUST.

Hamachi.ai: Integration With Orion’s Redtail To Deliver Context-Aware AI For Advisors

By Amit Chowdhry ● Feb 28, 2026

Hamachi.ai, a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, has announced a new integration with Orion’s Redtail Technology designed to bring compliant, context-aware artificial intelligence directly into advisors’ existing CRM workflows.

Edward Jones: New Relationship With Moment And Overlay Management Services Completion

By Amit Chowdhry ● Feb 28, 2026

Edward Jones has announced a new technology relationship with fixed income trading and portfolio management platform Moment and the completion of its acquisition of Natixis Investment Managers’ Overlay Management Services capabilities. The firm said the moves are designed to enhance its ability to deliver personalized, efficient, and holistic portfolio solutions at scale.

Raymond James: $400 Million Advisory Team Joins Independent Channel In Iowa

By Amit Chowdhry ● Feb 28, 2026

Raymond James Financial Services announced that financial advisors Michael Compiano and Dan Porter have joined its independent advisor channel from Commonwealth Financial Network, where they managed more than $400 million in client assets.

Cresset: $2+ Billion Advisory Team Joins San Francisco Office With Heather Pelant Appointment

By Amit Chowdhry ● Feb 28, 2026

Cresset announced that Heather Pelant has joined the firm as Managing Director and Wealth Advisor in its San Francisco office, bringing with her experience advising ultra-high-net-worth families on more than $2 billion in assets. Pelant will serve clients nationally as part of Cresset’s integrated multi-family office platform.

OneDigital: $1.4 Billion In Assets Added With Silicon Valley Retirement Services Acquisition

By Amit Chowdhry ● Feb 28, 2026

OneDigital Investment Advisors announced it has acquired Silicon Valley Retirement Services, a San Jose-based independent retirement services firm, expanding its retirement capabilities across the West region and adding $1.4 billion in assets under advisement.

EJF Capital: $305 Million TruPS Financials Note Securitization 2026-1 Closed

By Amit Chowdhry ● Feb 28, 2026

EJF Capital LP announced the closing of TruPS Financials Note Securitization 2026-1, an approximately $305 million securitization backed by trust preferred securities, subordinated debt, senior unsecured notes, and surplus notes issued by U.S. community banks and insurance companies.

Orion: Unified Managed Household Roadmap And Denali AI Enterprise Launch Unveiled

By Amit Chowdhry ● Feb 28, 2026

Orion announced a major expansion of its Unified Managed Household strategy and the live launch of the enterprise version of Denali AI at its annual Ascent 2026 conference, outlining a broad technology roadmap designed to help financial advisors deliver more personalized advice at scale.

One River: Acquisition Of LGT Capital Partners’ Quantitative Investment Expected To Add $900+ Million In Day 1 AUM

By Amit Chowdhry ● Feb 27, 2026

One River Asset Management has signed a definitive purchase agreement with Switzerland-based LGT Capital Partners to acquire the core team members, intellectual property, and derived investment strategies of LGT Capital Partners’ Quantitative Investment Solutions business unit.

Ethos Capital: Lauri Palmieri Joins To Expand Office Of Value Creation

By Amit Chowdhry ● Feb 27, 2026

Ethos Capital, a global alternative asset manager with approximately $5 billion in assets under management, has expanded its Office of Value Creation by appointing Lauri Palmieri as Principal. The move underscores the firm’s continued focus on disciplined execution and operator-led performance as the foundation for sustained investment outperformance.

Concurrent: $450 Million Team Added As RIA Platform Expands With Fehrman And Three Advisors

By Amit Chowdhry ● Feb 27, 2026

Concurrent Investment Advisors, an independent registered investment adviser platform, reported continued growth at the start of 2026, with the addition of Fehrman Investment Group and three advisors joining firms already operating under its network. The new partnerships add more than $450 million in combined assets under management, increasing Concurrent’s total AUM to $17 billion.

Beacon Pointe Advisors Names Matthew Cooper CEO In Leadership Transition

By Amit Chowdhry ● Feb 26, 2026

Beacon Pointe Advisors, a nationally recognized fiduciary wealth management and strategic advisory firm, announced that Matthew Cooper has been appointed Chief Executive Officer, succeeding Co-Founder Shannon Eusey, who is transitioning to Chair of the Board of Directors.

OMERS Reports $8.2 Billion Net Investment Income For 2025

By Amit Chowdhry ● Feb 25, 2026

OMERS, the defined benefit pension plan serving Ontario’s broader municipal sector employees, reported a 2025 investment return of 6%, generating $8.2 billion in net investment income after expenses. Net assets increased to $145.2 billion as of December 31, 2025, up from $138.2 billion at the end of 2024.

Altruist: $4 Billion RIA Gerber Kawasaki Selects Wealth Platform To Power Growth

By Amit Chowdhry ● Feb 25, 2026

Altruist, a tech-forward wealth platform for independent advisors, announced that Gerber Kawasaki Wealth & Investment Management, a Santa Monica-based registered investment advisor managing more than $4 billion in client assets, has selected Altruist as a custodial partner as the firm enters a new phase of expansion.

Seven Bridges Wealth Advisors Launches As Full-Service Independent Wealth Management Firm

By Amit Chowdhry ● Feb 25, 2026

Seven Bridges Wealth Advisors announced it is launching as a full-service independent firm, marking a significant transition from its previous affiliation with Ameriprise Financial. The advisor-owned and led practice previously managed $1 billion in total client assets and will now operate under a multi-custodial model, leveraging NewEdge Advisors as its platform partner.

Manulife: $130 Million Refinancing Led For Water Services Platform Sylmar Group

By Amit Chowdhry ● Feb 25, 2026

Manulife | Comvest Credit Partners, the private credit platform of Manulife Wealth & Asset Management, announced it is acting as administrative agent and sole lender on a $130 million senior secured credit facility for Sylmar Group.

Beacon Pointe Advisors: $1.2 Billion RIA The Financial Advisors Joins To Expand New England Footprint

By Amit Chowdhry ● Feb 24, 2026

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, strengthening its presence across the New England market. Following the transaction, Beacon Pointe oversees approximately $62 billion in total client assets under advisement.

Aspen Standard Wealth Names Kevin DiSano As President

By Amit Chowdhry ● Feb 24, 2026

Aspen Standard Wealth, a permanent home for successful independent RIAs, has named Kevin DiSano, CIMA, CPWA, as President.

Integrated Partners Launches Private Wealth Platform To Guide Business Owners Through High-Stakes Transitions

By Amit Chowdhry ● Feb 24, 2026

Integrated Partners, a national financial planning and registered investment advisory firm serving more than $25 billion in assets under advisement, has launched Integrated Private Wealth, a new private wealth brand designed to guide business owners and their families through complex liquidity events and major life transitions.

Osaic: $1.2 Billion Firm Bard Financial Services Transitions To Empowered Independence Channel

By Amit Chowdhry ● Feb 24, 2026

Osaic, one of the nation’s largest providers of wealth management strategies, announced that Bard Financial Services, Inc., a Connecticut-based advisory firm overseeing approximately $1.2 billion in assets under management, has transitioned to Osaic’s Empowered Independence W-2 channel.

Oxane Partners: $1 Trillion In Client AUM Now Hosted On Private Credit Technology Platform

By Amit Chowdhry ● Feb 24, 2026

Oxane Partners, a technology-driven solutions provider to the private credit markets, announced that more than $1 trillion in aggregate client assets under management are now hosted on its Oxane Panorama platform. The milestone reflects growing institutional adoption of unified infrastructure as private credit strategies scale in size and complexity.

BIP Wealth Announces Strategic Investment From Constellation Wealth Capital

By Amit Chowdhry ● Feb 23, 2026

BIP Wealth, an Atlanta-based registered investment advisor with more than $5.5 billion in assets under management, has secured a strategic minority investment from Constellation Wealth Capital to support its continued organic and inorganic growth.

Janney Montgomery Scott: Warren-Fantano Wealth Management Joins Delaware Offices With Over $1 Billion In Assets

By Amit Chowdhry ● Feb 23, 2026

Janney Montgomery Scott has expanded its footprint in Delaware with the addition of Warren-Fantano Wealth Management, a team overseeing more than $1 billion in client assets. The group will operate from the firm’s newly opened Middletown office as well as its Lewes location.

Prime Capital Financial Adds Amanda Salyer And Joan Greenspon

By Amit Chowdhry ● Feb 23, 2026

Prime Capital Financial announced the addition of two Philadelphia-area advisors, Amanda Salyer, CFP, and Joan Greenspon, CFP, as the firm continues expanding its presence across Pennsylvania and the broader Mid-Atlantic region.

Partners Group Announces Planned Office In Kuwait, Expanding GCC Presence

By Amit Chowdhry ● Feb 23, 2026

Partners Group announced plans to expand its footprint in the Gulf Cooperation Council region by opening a new office in Kuwait. The firm said the application process is currently underway and, subject to regulatory approvals, it expects to confirm completion of the office launch and appoint a local leadership team in due course.

Pantheon Expands Global Investment And Client Solutions Capabilities With Four Partner Promotions

By Amit Chowdhry ● Feb 21, 2026

Pantheon announced the promotion of four new Partners as part of its annual promotions, strengthening senior leadership across its Investment and Client Solutions teams in Asia, Latin America and the private wealth channel. The firm said the promotions recognize the contributions of professionals supporting institutional and private wealth clients globally and reflect its continued growth across private markets strategies.

Osaic Onboards $190 Million Firm Hoyt Jensen & Associates

By Amit Chowdhry ● Feb 21, 2026

Osaic, one of the nation’s largest providers of wealth management strategies, announced that Hoyt Jensen & Associates has joined Undefined Gridlines, Inc., an office of supervisory jurisdiction under Osaic. The Phoenix-based advisory firm was previously affiliated with Ameriprise Financial and oversees approximately $190 million in client assets.

Cetera Welcomes Advisor Shawn Longley And Ledgevest Financial Team With Approximately $205 Million In AUA

By Amit Chowdhry ● Feb 21, 2026

Cetera Financial Group, a wealth hub supporting independent advisors, announced that financial advisor Shawn Longley and his Ledgevest Financial team have joined the firm from Wells Fargo Advisors Financial Network, where Longley had been affiliated for 17 years.

AE Wealth Management: Veteran Wealth Executive Shannon Larson Appointed President

By Amit Chowdhry ● Feb 21, 2026

AE Wealth Management announced that industry veteran Shannon Larson has joined the firm as president, marking a key leadership addition as the company continues an ambitious expansion strategy.

Elevation Point Invests In Hampton Bluff Capital Partners

By Amit Chowdhry ● Feb 21, 2026

Elevation Point has made a strategic minority investment in Hampton Bluff Capital Partners, a newly launched independent wealth management firm based in Atlanta, Georgia, as the growth-focused partner continues expanding its footprint among breakaway advisory teams.