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Ariel Small/Mid Cap Value Q2 2026 Commentary

Ariel Small/Mid Cap Value Q2 2026 Portfolio Activity

Ariel’s John Rogers likes these small-cap names as the market rally broadens

Ariel Investments' John Rogers highlighted for-profit education company Covista as a small-cap stock he's currently bullish on.

Ariel International Composite Q2 2026 Leaders, Laggards, Buys And Exits

$11B F.L.Putnam Lands Minority Investment from Bixby Wealth

F.L.Putnam’s leadership team will remain in place, though 2022 minority investor Emigrant Partners will exit its position with the deal.

15 Investment Must Reads for This Week (July 28, 2026)

ETF managers are racing to position themselves for the Anthropic IPO. Ares Management is in talks to buy Leonard Green & Partners to bolster its private equity platform. These...

Waverly Advisors Acquires InVista, Adding $332M in AUM

The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial.

Investcorp’s First RIA Play Focused on ‘Mass Affluent’

The alternative asset manager’s foray into wealth management with the recent acquisition of $3 billion RIA Berger Financial is an opening salvo into the space, according to its Nor...

Anticipated Wellington, Vanguard and Blackstone Interval Funds Go Live

The partnership is launching two closed-end funds, initially available through Merrill and Bank of America Private Bank.

Ares Capital Has Maintained or Raised Its Dividend for Over 16 Years. Here's What That Streak Is Built On.

14 Investment Must Reads for This Week (Aug. 11, 2026)

Ray Dalio has sounded the alarm about a bubble in AI. Morningstar looked at the 15 stocks that destroyed the most value over the past decade. These are among the investment must re...

Ares Management guides Q2 realized net performance income above $50M

Virtus Investment Partners reports $152.2 billion in AUM

People Moves: $6.9B Private Markets Firm Willow Wealth Names President

Also, $16B RIA Caprock hires an ESG-investing head, upstart RIA Balefire hires a corporate retirement plan lead, and Calamos Investments adds to its wealth advice team.

MiB: Ankur Crawford, Portfolio Manager, Alger Capital Appreciation

     This week, I speak with Ankur Crawford, Executive Vice President at Alger and Portfolio Manager of the Alger Capital Appreciation, Focus Equity, and Spectra Strategies. W...

Zephyr's Adjusted for Risk: How to Lead M&A with Strategic Growth in Mind

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions

Aurrevia launches Category III AIF with $10 million anchor from Kothari Family Office

The fund targets sophisticated investors and positions itself around capital preservation, long-term compounding, and process-driven portfolio construction within a governance-focu...

Aston Martin secures $735 million financing led by BlackRock-owned HPS Investment Partners

T. Rowe Price Bets on Fixed Income with F/m Investments Buy

The move adds $19 billion in AUM, largely focused on fixed-income ETFs and SMAs.

Avidian Wealth Solutions Surpasses $6 Billion in Assets Under Management (as of date)

The $6 billion milestone underscores more than two decades of growth for the independent, fiduciary-led firm. HOUSTON, Aug. 22, 2026 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions,...

Three Focus Financial RIAs Merge to Form $10B Firm

Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

Integrated Partners on Building a ‘Forever Company’

The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.

Pacific Asset Management to purchase Asset Value Investors for undisclosed fee

Shareholders of Asset Value Investors (AVI) have agreed to the sale of 100% of company’s share capital to Pacific Asset Management for an undisclosed fee.

Norsemont Appoints Ariel Tepperman to Its Board