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Latest Stories From

Apella Wealth Acquires California RIA with $384M in AUM

Apella Wealth Acquires California RIA with $384M in AUM

Direct Investment | September 23, 2026

Apella Wealth has added a California-based wealth management firm that oversees about $384 billion in assets under management, bolstering the firm’s presence in the Bay Area market.  San Rafael, CA-based Longview Financial Advisors, which was founded in 2018, is led by founder Tim Harrington and offers wealth management services, including financial planning to high-net-worth clients,

Ex-Commonwealth FA with $888M in AUM Hops to Merit Financial Advisors

Ex-Commonwealth FA with $888M in AUM Hops to Merit Financial Advisors

Direct Investment | September 23, 2026

Merit Financial Advisors has added a financial advisor from Commonwealth Financial Network, where they managed $888 million in assets under management, and expands the firm’s footprint in the greater Chicago market.  Advisor Tim Brennan and his team spent nearly 27 years with the Commonwealth’s affiliated firm Pinnacle Financial Group, which he co-founded, according to registration

WT Realty Strikes $600M SPAC Deal With FortuneX

WT Realty Strikes $600M SPAC Deal With FortuneX

Alternative Assets | September 23, 2026

WT Realty Group has agreed to go public through a merger with FortuneX Acquisition Corp., giving the integrated real estate services platform an implied equity value of approximately $600 million. Under the agreement, FortuneX will move its corporate domicile from the Cayman Islands to Delaware and become the public holding company, expected to be renamed

Avila Pulls in $390M to Expand Homebuilder Financing

Avila Pulls in $390M to Expand Homebuilder Financing

Alternative Assets | September 23, 2026

Avila Real Estate Capital has secured $390 million in new capital and co-investments, expanding its capacity to finance residential land and lot development. The commitments came from two unidentified institutions—a large insurance company and a major university endowment—and raised Avila’s total commitments and co-investments above $750 million. The private real estate credit platform has financed