Investment Roundup: ACORE Capital Adds Wealth Division

Published on October 22, 2026

In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.

Continue reading on website
Other news

Estate Planning Valuations in a High-Rate Environment

October 22, 2026
Softer demand may create a potential window for more tax-efficient wealth transfers.

RIA Edge Panel: Why a Good M&A Strategy Must Stay Focused on Organic Growth

October 22, 2026
RIA leaders from EP Wealth, Snowden Lane and Bogart Wealth all stressed their firms’ focus on organic growth as part of and often above, dealmaking.