Insights Archive

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

AlTi Raises $85 Million in Debt Capital from Apollo, Kennedy Lewis and Diameter

Beacon Pointe Acquires WorthPointe, Silver Lake and R Meier

MarshBerry’s Q3 2026 Wealth M&A Market Update

Wealth Solutions Report – Editor in Chief’s Take – November 2, 2026

Modern Wealth Acquires 4thGEN

Ares to Acquire MidCap Financial

Wealthspire’s Ground Control Acquires Atlantic Swiss

Elevation Point Makes Minority Investment in Truing

Wealth Solutions Report – Editor in Chief’s Take – October 26, 2026

Echelon Partners – Inside the Great Reshuffle: What Is Really Driving Advisor Movement?