Corient To Buy NYC-Based Summit Trail Advisors, Adding $21B

Published on August 5, 2026

Summit Trail principals will become Corient partners when the deal closes as expected in the third quarter.

Continue reading on website
Other news

U.S. Signals Steady Debt Sales To 2027, Offers ‘Subtle Change'

August 5, 2026
The U.S. Treasury signaled no change in auction sizes well into 2027, even as federal borrowing needs climb.

Savvy Advisors Adds Two Firms With $550M In Combined AUM

August 5, 2026
Blue Barn Wealth and Paragon Private Wealth will keep their book of business as they tap into Savvy's AI-enabled tech.