Asset Management

LPL Financial: Wealth Management Leaders Suzanne Elovic And Mike Murphy Join

By Amit Chowdhry ● Jan 15, 2026

LPL Financial announced it has appointed Suzanne Elovic as executive vice president and head of supervision and Mike Murphy as executive vice president and head of service, expanding leadership across two functions that the firm positions as central to the advisor experience. Both executives will be based in New York and will report to John O’Neill, executive vice president and head of Service & Supervision.

LPL Financial Onboards $230 Million Firm Oak Bridge Financial Advisors

By Amit Chowdhry ● Jan 15, 2026

LPL Financial announced that the advisory team at Oak Bridge Financial, LLC has joined its broker-dealer and registered investment advisor (RIA) platform, bringing approximately $230 million in advisory, brokerage, and retirement-plan assets and transitioning from Ameriprise.

LPL Names Ilan Davidovici EVP Of Corporate Strategy

By Amit Chowdhry ● Jan 15, 2026

LPL Financial has appointed Ilan Davidovici as executive vice president of corporate strategy, tasking him with helping shape the firm’s long-term vision, set strategic priorities and evaluate growth opportunities, the company said Monday.

Partners Group Assets Rise To $184.9 Billion In 2025 As Fundraising And Realizations Accelerate

By Amit Chowdhry ● Jan 15, 2026

Partners Group has generated double-digit growth across fundraising, investments, and realizations in 2025 despite what it described as a “demanding” private markets environment, lifting assets under management to $184.9 billion as of December 31, 2025, up from $152.3 billion a year earlier.

CPP Investments Adds C$750 Million To Northleaf-Run Canadian Mid-Market Program

By Amit Chowdhry ● Jan 15, 2026

Canada Pension Plan Investment Board (CPP Investments) is increasing its commitment to Canada’s private-company ecosystem, pledging an additional C$750 million to its Canadian mid-market private equity program managed by Northleaf Capital Partners. The new capital brings CPP Investments’ cumulative commitments to Northleaf to more than C$3 billion since the program’s inception.

COFRA Names Jens Brenninkmeyer CEO Of Bregal Investments

By Amit Chowdhry ● Jan 15, 2026

COFRA Holding AG announced it has appointed Jens Brenninkmeyer as chief executive officer of Bregal Investments, with the leadership change set to take effect Feb. 1, 2026. The company said the appointment is subject to regulatory approval.

BlackRock AUM Tops $14 Trillion As Fourth-Quarter Rally Lifts Fees And Profit

By Amit Chowdhry ● Jan 15, 2026

BlackRock reported a stronger-than-expected fourth quarter, powered by a broad market rebound that boosted fee-generating assets and lifted its assets under management to an all-time high of $14.04 trillion.

Bluespring Adds Front Porch Financial In Merger With U.S. Financial Services To Create $1.7 Billion Firm

By Amit Chowdhry ● Jan 15, 2026

Bluespring Wealth Partners, an acquirer of registered investment advisors and wealth management firms, announced Front Porch Financial has joined Bluespring partner firm U.S. Financial Services in a merger that creates a roughly $1.7 billion wealth management business.

Generational Wealth Launches After Merger And $100 Million Acquisition, Reporting Over $900 Million In Client Assets

By Amit Chowdhry ● Jan 15, 2026

Generational Wealth, a newly launched wealth management and financial planning firm, has formally entered the market under a unified brand following a merger tied to a joint $100 million acquisition.

Credent Adds $250 Million AUM With MainStreet And First State Acquisitions

By Amit Chowdhry ● Jan 14, 2026

Credent Wealth Management has acquired Michigan-based MainStreet Financial Advisors and Tulsa-based First State Investment Advisors, extending the Indiana-headquartered RIA’s national footprint as it enters 2026 following its recently announced long-term capital partnership with Crestline Investors.

Angeles Wealth Management Buys XO Capital, Launches Angeles Family Office Affiliate

By Amit Chowdhry ● Jan 14, 2026

Angeles Wealth Management announced it has acquired XO Capital, a boutique firm focused on family office, business management and investment management services, and will use the combination to launch a new family office affiliate, Angeles Family Office.

Bimini Capital To Buy Majority Stake In Tom Johnson Investment Management

By Amit Chowdhry ● Jan 14, 2026

Bimini Capital Management announced its wholly owned subsidiary, Bimini Advisors Holdings, LLC, has entered into an agreement to purchase 80% of the fully diluted equity interests of Tom Johnson Investment Management, LLC, a privately held registered investment adviser.

Obra Capital Closes $453 Million Third CLO As Platform Issuance Tops $1.3 Billion

By Amit Chowdhry ● Jan 14, 2026

Obra Capital announced it has reached a final close on its third collateralized loan obligation, Obra CLO 3, with over $450 million in issuance, marking the latest expansion of the firm’s CLO platform launched in 2024.

Clark Street Associates And Finalis Launch Federal Equity Advisory Platform

By Amit Chowdhry ● Jan 14, 2026

Clark Street Associates, an advisory firm focused on securing government grants, loans, and strategic partnerships for hard tech companies, and Finalis, a FINRA-registered broker-dealer and deal infrastructure platform, announced they have formed a partnership to help companies evaluate and pursue a growing set of U.S. government funding tools, including direct equity investments.

Osaic Expands Advisor Training Programs With ActiFi And Greene Consulting Partnerships

By Amit Chowdhry ● Jan 14, 2026

Osaic announced it has enhanced two of its advisor development offerings, its Wealth Advisor Academy and Financial Planning Jump Start programs, through partnerships with ActiFi and Greene Consulting, as the firm looks to deepen support for advisors delivering holistic financial planning and scalable wealth management.

Integrated Adds $300 Million Pisces Wealth Team As Advisor Recruiting Push Continues

By Amit Chowdhry ● Jan 14, 2026

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, said Pisces Wealth has joined its platform, adding approximately $300 million in assets under management as Integrated continues to build recruiting momentum.