MAI Capital Buys Calif. RIA OG Private Wealth, Adding $551M

Published on August 18, 2026

Acquisition comes on the heels of MAI saying yesterday it entered the Atlanta market with the Waypoint Wealth Counsel deal.

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Anatomy of the Private Credit Market

August 18, 2026
As private credit further cements its role as a primary source of corporate financing, it will be essential to balance opportunity with prudent risk management for long-term stability and sustainability.

13 Investment Must Reads for This Week (Aug. 18, 2026)

August 18, 2026
Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including some private market funds. These are among the investment must reads for financial advisors this week.