DTCC Takes Stake in iCapital, Will Integrate AIP With Alternatives Platform

October 2, 2026

Cottonwood, Mandel Group Agree to $600 Million Multifamily Merger

September 8, 2026

Savant Wealth Management Adds $542M Firm, Expanding New York Footprint

September 1, 2026

MSCI, UBS Partner to Expand AI-Powered Private Markets Data Platform

July 10, 2026

CAIS, BetaNXT Partner to Streamline Alts Access for Broker-Dealer Networks

July 7, 2026

Kestra’s Bluespring Acquires $1.1B RIA Synthesis Wealth Planning in Fifth Deal of 2026

May 20, 2026

Stratos Completes 11 Practice Acquisitions Totaling $4.8 Billion in Client Assets

May 14, 2026

Anthropic Partners With Blackstone, Hellman & Friedman, Goldman Sachs on AI Enterprise Services Firm

May 5, 2026

iCapital Taps Anthropic’s Claude to Power AI Strategy Across Adviser Platform

May 4, 2026

WealthForge Securities Expands Retail Strategy With Archer Investors Partnership

April 30, 2026

Forum’s FORAX Interval Fund Added to Envestnet’s UMA Platform

April 21, 2026

iCapital, Envestnet Expand Partnership to Streamline Alts in UMAs

April 15, 2026

DST.com Joins Concorde Investment Services, Adding DST Marketplace and Adviser Business Development Platform

March 27, 2026

iCapital, BlackRock’s Aladdin Wealth Integrate Platforms for Alternative Investment Workflow

March 26, 2026

Global Dealer BullionStar Selects The Wyoming Reserve for U.S. Vaulting Operations

March 24, 2026

Goldman Sachs Backs AGL Credit Management With $1B in Private Credit Capacity

March 20, 2026

TSCG Credit Opportunities I Makes Preferred Equity Investment in Mississippi Development

March 9, 2026

Capital Group, KKR Launch Public-Private Equity Interval Fund for Retail Investors

March 4, 2026

Private Markets’ Retail Expansion Spurs Demand for Data, Transparency

March 2, 2026

Pravati Capital Partners With SEI to Broaden Adviser Access to Litigation Finance

February 25, 2026