Asset & Wealth Management

Oct 22, 2026 | New York, NY

New York, NY

Hodes Weill & Associates

Hodes Weill & Associates has agreed to be acquired by Chatham Financial

$200.0 Million

Atlantic House Group

Atlantic House has agreed to be acquired by WisdomTree

Christofferson, Robb & Company

Christofferson Robb & Company deepens long-standing relationship with Abu Dhabi Investment Authority

$96.3 Million

Trinitas Capital Management

Senior Notes

$40.0 Million

Mount Logan Capital

Senior Notes

Richard Bernstein Advisors

Richard Bernstein Advisors has been acquired by Janus Henderson

Litman Gregory Wealth Management

iM Global Partner has sold Litman Gregory to Beacon Pointe

$475.0 Million

Steward Partners

Steward Partners has received a strategic investment from Ares

FoxPath Capital Partners

FoxPath Capital Partners has received a strategic investment from RGA