02/20/2026
The firm's initial allocation was fully placed with participating eligible investors, reflecting continued interest among accredited investors seeking exposure to private companies operating in defense technology, aerospace, artificial intelligence,
02/20/2026
The firm's initial allocation was fully placed with participating eligible investors, reflecting continued interest among accredited investors seeking exposure to private companies operating in defense technology, aerospace, artificial intelligence,
02/20/2026
With professional licensure and operations across New York, California, and Texas, Hernandez has positioned ARH Global Advisors as an integrated advisory firm combining wealth strategy, real estate advisory, insurance planning, fiduciary consulting, and p
02/17/2026
350% Asset Growth Driven by RIA Expansion and Fund Manager Integrations; Signals Private Markets as Core Wealth Management Offering
02/17/2026
A handful of U.S. states pay top advisor salaries despite limited assets, reshaping hiring and growth strategies
02/17/2026
The partnership provides Bank of America with access to LSEG’s integrated workflow solutions, led by LSEG Workspace and complemented by APIs and enterprise platforms.
02/17/2026
Key themes emerge from 2026’s RIA banker and consultancy forecasting.
02/16/2026
The strategic collaboration delivers seamless digital workflows and institutional-grade data management for Banco Itaú’s private markets investment offerings across the bank’s key markets.
02/13/2026
Nasdaq Private Capital Indexes tracks over 14,000 funds spanning private capital, private equity, private debt, real estate and fund-of-funds.
02/12/2026
A fourth-generation Arizona native, Pine founded Integrated Wealth Management in 2001 after beginning his career in public accounting.
02/11/2026
The Orange County, Calif.-based advisory firm brings 28 employees (including 16 advisors) to Captrust, which oversees more than $1 trillion in client assets.
02/11/2026
The study also found differences in approach among investor groups.
02/10/2026
Respondents cited tighter loan structures, closer engagement with borrowers and more conservative deal selection as key factors shaping their outlook.
02/10/2026
This dividend will be paid on February 27, 2026 to holders of record at the close of business on February 19, 2026.
02/09/2026
The move is bigger than it sounds, and the timing matters.
02/09/2026
The two companies will bring agentic solutions to clients across industries, enabling new levels of customer engagement, service efficiency, and personalization.
02/05/2026
Patria manages more than $51 billion in assets across five core asset classes and operates more than 35 investment strategies spanning over 100 products.
02/05/2026
Huntington Bank will shift assets under its bank-owned broker/dealer, RIA and insurance agency to Ameriprise’s institutional group.
02/05/2026
Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations.
02/05/2026
Each organization to receive $50,000, volunteer engagement, and promotional support to strengthen community impact