Willow Tree Invests in VestGen
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Aprio Acquires Garner Asset Management
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Carson Acquires Foran Financial
Carson Acquires Foran Financial Carson Group (“Carson”) announced, on October 8, 2026, its acquisition of Foran Financial Group (“Foran”). Under the terms of the transaction, the Foran team, including Managing Partners and Wealth Advisors Daniel Foran and John Foran, will join Carson. Further terms of the transaction were not disclosed. Read More
Wealth Solutions Report – Editor in Chief’s Take – November 9, 2026
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Hightower Signature Wealth Acquires Altium Wealth
Hightower Signature Wealth Acquires Altium Wealth Hightower Signature Wealth (“Signature Wealth”) announced, on November 3, 2026, that it had acquired Altium Wealth (“Altium Wealth”). Under the terms of the transaction, Altium Wealth’s ten person team will gain expanded access to Signature Wealth’s resources for operations and business development. Further terms… Read More
CAPTRUST Acquires Pacific Sage Partners
CAPTRUST Acquires Pacific Sage Partners CAPTRUST Financial Advisors (“CAPTRUST”) announced on October 29, 2026, its acquisition of Pacific Sage Partners (“PSP”). Under the terms of the transaction, which closed on September 30, 2026, eight members of PSP, including Founder and CEO Mark Anderson, have joined CAPTRUST. Further terms of the… Read More
AlTi Raises $85 Million in Debt Capital from Apollo, Kennedy Lewis and Diameter
AlTi Raises $85 Million in Debt Capital from Apollo, Kennedy Lewis and Diameter On October 20, 2026, Seward & Kissel client, AlTi Global announced that it has raised approximately $85 million in debt capital from Diameter Capital Partners, Seward & Kissel client Kennedy Lewis Investment Management and Apollo Global Management. Read More
Beacon Pointe Acquires WorthPointe, Silver Lake and R Meier
Beacon Pointe Acquires WorthPointe, Silver Lake and R Meier On October 20, 2026, Beacon Pointe Advisors announced its acquisitions of WorthPointe Financial Planners, Silver Lake Capital Partners and R Meier Wealth Management. Beacon Pointe Advisors (“Beacon Pointe”) announced, on October 20, 2026, that it acquired WorthPointe Financial Planners (“WorthPointe”), Silver… Read More
MarshBerry’s Q3 2026 Wealth M&A Market Update
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Wealth Solutions Report – Editor in Chief’s Take – November 2, 2026
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