Private Markets Roundup: CAIS, Allocate, Arch Make Moves

Published on July 29, 2026

VanEck has partnered with Allocate to offer private markets access, while CAIS and Arch both announced funding news.

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$3B Berger Financial Sells Majority Stake to Bahrain-based Investcorp

July 29, 2026
Investcorp chose Berger Financial Group after a multi-year search for a wealth manager that it could further scale through RIA acquisitions and organic growth.

Finding Solutions When Leaders & Teams Diverge on Priorities

July 29, 2026
The combination of succession planning — where the lead advisor wants to have a successful and well-funded retirement and the successors want to get paid for taking over — along with the riches of the market over the last few years are all adding up to significant unrest within many teams.