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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- CVC
Partnered with Endowus to launch a European private credit strategy
KKR FS Income Trust Select honors all withdrawal requests despite demand topping 5% cap - Endowus
Endowus and CVC launching a European private credit strategy for accredited and professional investors
KKR FS Income Trust Select honors all withdrawal requests despite demand topping 5% cap - KKR FS Income Trust Select
Met every quarterly withdrawal request despite demand exceeding its 5% cap
KKR FS Income Trust Select honors all withdrawal requests despite demand topping 5% cap - Wendel Investment Managers
Reported to have hired a new product chief this week
Morningstar finds 55% of advisors plan no private-markets additions as supply builds - Concurrent Investment Advisors
Announced first platform purchase and a $3B–$10B annual cadence
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target - Antin Infrastructure Partners
Selling a majority of Vicinity Energy to Harrison Street
DigitalBridge and SoftBank close $3.1 billion deal - Hightower Advisors
Announced Sandy Cove deal through Hightower Signature Wealth
HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove - Ironbark
Target of Merchant's $255.9 million stake purchase
DigitalBridge and SoftBank close $3.1 billion deal - Merchant
Taking a $255.9 million stake in Australian Ironbark
DigitalBridge and SoftBank close $3.1 billion deal - Red Arrow Capital
Advised Sandy Cove on its deal with Hightower Signature
HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove - Rockefeller
Recruited Piedmont Wealth Partners, a $1B Truist team
Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027 - ACA Group
Compliance advisory firm whose managing director warns of complex retailization.
SEC private-market proposals draw compliance warnings from ACA Group and STP consultants - TIAA
Released survey finding future-prep energy favors health over planning
TIAA survey: twice as many respondents favor exercise and diet as financial planning - Ironbark Financial Group
Target of a $255.9 million stake investment earmarked for AI and operations
Merchant's $255.9 million Ironbark stake puts AI in the capital plan - Merchant Investment Management
Announced a $255.9 million stake investment in an Australian wealth manager
Merchant's $255.9 million Ironbark stake puts AI in the capital plan - Summit Partners
Owned RWA since 2023 and will exit its stake when the deal closes
Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA - Healthspan Wealth
Opened early access to a patented platform for advisor health-crisis workflows
Healthspan Wealth opens early access to health-event advisor platform - The Edwards Fitzpatrick Group
Four-person Houston team overseeing $3.3B hired away from Raymond James
Janney takes $3.3 billion Houston team from Raymond James - Cadence Bank
Acquired by Huntington; its 29 advisors are due on Ameriprise in mid-2027.
Ameriprise Q3 adjusted EPS rises 14% as assets reach $1.8 trillion - Silvercrest Asset Management Group
Reported a $939.2 million Q3 decline in discretionary AUM to $23.8 billion.
Silvercrest discretionary AUM falls $939 million in Q3 - Franklin Templeton
Expanded RIA distribution team from 13 to 18 with five sales hires since Oct. 1
Franklin Templeton adds five RIA salespeople, taking team to 18 - Blue Horizon Equity
Blue Horizon Equity, launched on Cetera Financial's Blueprint RIA platform
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Cetera Financial Group
Its Blueprint RIA platform hosted Blue Horizon's launch
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Reeg Private Wealth
Reeg Private Wealth, a former Baird team with more than $1.4 billion in client assets that joined Xcelsior…
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves - Xcelsior Advisor Partners
Reeg Private Wealth, a former Baird team with more than $1.4 billion in client assets that joined Xcelsior…
Non-wirehouse employee firms won 15 of 38 $1B-plus team moves
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