Choreo to Add Pair of Penn.-Based RIAs With $1.3B Combined AUM

January 21, 2026

ExchangeRight Appoints Mollie Boyce as SVP of National Accounts

January 20, 2026

Hamilton Point Investments Launches $28.8 Million HPI Farmhouse DST

January 19, 2026

InCommercial Launches Fifth Motor Fuel Fund, Aiming to Raise $100 Million

January 14, 2026

ExchangeRight Adds Betsy Ward as SVP of National Accounts

January 13, 2026

Choreo Appoints Erik Merkau as Chief Wealth Advisory Officer

January 11, 2026

BackStory Capital Expands Team With Addition of Internal Wholesaler

January 8, 2026

Cambridge Takes Minority Stake in AmeriFlex to Boost Succession Planning Platform

January 6, 2026

Carson Group Fully Acquires $395M Carson Wealth Location in Minneapolis

January 6, 2026

Reszi Announces Closing of Fund VI With $35.4M Equity and Launch of Fund VII

December 29, 2025

Walton Global Strengthens Development in Northeast With Philly Acquisition

December 21, 2025

Osaic’s $1.1B Veater Financial Group Joins Empowered Independence Channel

December 18, 2025

BackStory Adds Matt Ferguson as Senior Vice President, Capital Markets

December 15, 2025

NexPoint Launches Multifamily $32.9M DST Offering for Birmingham Property

December 15, 2025

Capital Square Adds Pair of Wholesalers for External, Internal Sales

December 15, 2025

Greenwood Star Holdings Multifamily REIT Debuts on iCapital Marketplace

December 15, 2025

Callodine Adds Hunter Allen, Formerly of StratCap, as Head of Intermediary Distribution

December 14, 2025

Team-Based Adviser Practices Outperform Solo Practices in Growth and Service Offerings

December 11, 2025

Creative Planning Caps Acquisition Spree With Nearly $2B in Added AUM

December 10, 2025

Half of Advisers Allocate More Than 10% to Alts, According to CAIS-Mercer Study

December 10, 2025