Amit Chowdhry

Raymond James announced that Financial Strategies Retirement Partners (FSRP), a Bedford, New Hampshire-based advisory firm overseeing $2.8 billion in client assets, has joined Raymond James Financial Services (RJFS), the firm's independent advisor channel.

Dispatch announced the launch of Advisor Transitions, a new software solution designed to help wealth management firms move advisors, client accounts, and assets between firms more efficiently. The product becomes the fourth core workflow on the Dispatch platform, joining account opening, client onboarding, and real-time data synchronization.

TETRA Technologies announced that its Board of Directors has conditionally approved the final investment decision for the development of its bromine production facility near Stamps, Arkansas, known as the Evergreen Project. The approval remains subject to the company securing financing for the project and represents a major step in TETRA's strategy to become a vertically integrated bromine producer under its ONE TETRA 2030 plan.

Red Robin Gourmet Burgers announced that it has entered into a refranchising agreement to sell 30 restaurant locations in Washington and Western Idaho to Evergreen Dining LLC, an experienced multi-unit restaurant operator. The transaction is expected to generate $23.5 million in cash proceeds for the company and represents another step in Red Robin’s ongoing First Choice Plan, which is focused on strengthening operations and improving financial performance.

Birtcher Anderson & Davis Associates (BA&D) and Belay Investment Group announced the sale of Whitlock I, a two-building, multi-tenant industrial property totaling 49,650 square feet in Carrollton, Texas, within the North Dallas industrial market. The transaction closed on February 3, 2026, following marketing efforts led by Stream Realty Partners.

KKR announced plans to open a new office in Milan, reinforcing its long-term commitment to Italy and expanding its local presence in one of Europe's largest economies. The office will support the firm's investment activities across private equity, real assets, credit, and insurance, while strengthening client relationships and advancing the growth of KKR's private wealth business in the country.

Oaktree Capital Management and Pantheon announced the launch of a strategic partnership designed to support the continued expansion of Oaktree's European Direct Lending (EDL) strategy, with the capacity to grow to €1 billion in investable capital.

Waymo announced that it will begin welcoming its first public riders to the new Ojai robotaxi in the coming weeks, marking the debut of the company's next-generation autonomous vehicle platform. The Ojai has already been providing fully autonomous rides to Waymo employees for several months, and the company is now expanding access to select members of the public.

UBS has released its Global Family Office Report 2026, revealing that family offices worldwide are increasingly prioritizing resilience, diversification, and long-term thematic investments as geopolitical tensions and economic uncertainty reshape investment strategies. The report surveyed 307 family offices across more than 30 markets, representing families with an average net worth of $2.7 billion and family offices managing an average of $1.3 billion in assets.

Bridgepoint and Bowmark Capital have agreed to sell Helio Intelligence, a provider of AI-enabled political intelligence and public affairs monitoring services across Europe, to ECI Partners. The transaction remains subject to regulatory approval, and financial terms were not disclosed.