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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- Fusion Financial Partners
Strategic advisor for Latigo Peak Partners' launch.
Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners - Ascensus
Started routing 401(k) participants to the plan's existing advisor
Ascensus routes flagged 401(k) participants to the plan’s own advisor - FP Kapital A/S (Formuepleje)
Danish regulator approved Jyske Bank's purchase; completion due 2 Nov 2026.
Danish regulator clears Jyske Bank's acquisition of FP Kapital - Jyske Bank A/S
Cleared to buy FP Kapital; completion expected 2 November 2026.
Danish regulator clears Jyske Bank's acquisition of FP Kapital - Phoenix Financial
Announced a $4 billion client-asset transaction with Goldman Sachs
Goldman Sachs and Phoenix Financial announce $4 billion client-asset transaction - Bernstein Private Wealth Management
senior national director in Bernstein Private Wealth Management's Wealth Strategies Group
Bernstein's Jennifer Goode says childless clients are underserved by estate-planning defaults - Empira Group
Participated in Pearlmark's $81 million closed real estate deal
Apella and Waverly announce RIA acquisitions of $261M and $151M - Foulger-Pratt
Closed a $41 million deal involving Tenney North Park
Apella and Waverly announce RIA acquisitions of $261M and $151M - Hudson Pacific Properties
Closed a $75.5 million deal involving Skyport Plaza
Apella and Waverly announce RIA acquisitions of $261M and $151M - Pearlmark
Closed an $81 million real estate deal with Empira Group
Apella and Waverly announce RIA acquisitions of $261M and $151M - TMG Partners
Closed a $75.5 million deal involving Skyport Plaza
Apella and Waverly announce RIA acquisitions of $261M and $151M - Trinity Investments
Closed a $210 million real estate deal with JLL and Citi
Apella and Waverly announce RIA acquisitions of $261M and $151M - Apella
Acquiring Blue Spark for $261 million, its 30th acquisition since 2014
Apella buys Blue Spark for $261 million - Waverly Advisors
Acquiring MCS Family Wealth Advisors for $151 million, its 37th since 2021
Apella buys Blue Spark for $261 million - RBC Capital Markets
Lost three advisor teams managing nearly $1.2B to Ameriprise.
Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M - Fifth Third Wealth Advisors
RIA overweighting real assets amid rising growth and inflation.
Fifth Third Wealth Advisors CIO Chris Osmond overweights real assets as growth and inflation rise - Edward Fitzpatrick Group
Anchors new Houston office after building $3.3B at Raymond James
Janney opens Houston office with $3.5B Raymond James team - OG Crimson Parent Inc.
Received a 'B' issuer credit rating from S&P ahead of refinancing.
S&P: Mercer got roughly half of first-half 2026 net new assets from custodian referrals - Trust & Will
Launches a Nevada-chartered trust company to act as corporate trustee.
Trust & Will launches Nevada-chartered trust company for sub-$10 million estates - Trust & Will Trust Company
With the Trust & Will Trust Company, we are evolving from the platform
Trust & Will launches Nevada-chartered trust company for sub-$10 million estates - Evergreen Wealth Advisors
the Miami-based registered investment adviser launched by PayPal and Intuit cofounder Bill Harris
Evergreen.ai study: advised AI users act unchecked at nearly triple unadvised rate - Saturn
Its benchmarking found best free model erred or was incomplete 56% of time
Evergreen.ai study: advised AI users act unchecked at nearly triple unadvised rate - Cantor Income Trust
Paid only 27% of September repurchase requests, tenth prorated month
Cantor Income Trust fills 27% of September repurchase requests - Cliffwater Corporate Lending Fund
Capped third-quarter repurchases at 5% while requests reached 16%
Cantor Income Trust fills 27% of September repurchase requests - Main Street Capital
Preliminary third-quarter metrics pointed to a softer quarter
Cantor Income Trust fills 27% of September repurchase requests
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