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LPL Research launches new model portfolios to expand adviser capabilities

LPL Financial has announced that LPL Research has launched a new suite of Building Block…

Energea names Peter Lenardos CFO

Energea, a global renewable-energy developer and operator managing four active investment portfolios, has appointed Peter…

Transactions

Corient welcomes Summit Trail Advisors, deepening its ultra-high-net-worth leadership

Corient has announced that Summit Trail Advisors, a registered investment adviser (RIA) focused exclusively on…

From the Current Issue

The reporting gap stifling private market allocations

by Geoffrey Dohrmann

For decades, portfolio reporting systems used by private wealth advisers were designed around a relatively narrow problem: aggregating public market securities held at one or more custodians and producing periodic performance reports that clients could understand and regulators could audit. That problem has largely been ...

From the Current Issue

Profile: Seth Bernstein, CEO of AllianceBernstein

by Mike Consol

Seth Bernstein is asking questions, asking questions of me, and the clock is ticking. I only have 75 minutes to extrude enough information from this Manhattanite to render a profile that is a reasonable facsimile of the personal and professional dimensions of the man. Before I can get started, he wants to know who I am, where I’m from and where I went to school, succeeded by follow-up questions. I remind myself that ...

Resource Center

Editors Roundtable: AI in the newsroom, summer lull and upcoming events

Glossary, videos, podcasts, research in the Resource Center

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Wealth Enhancement announces acquisition of Miramar Capital, an independent RIA with more than $592m in client assets

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, announced it…

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Hightower Signature Wealth adds $2.5b in AUM through addition of Stearns Financial Group

Hightower Advisors, a wealth management firm, has announced the addition of Stearns Financial Group (SFG)…

Other

AlphaCore Wealth Advisory strengthens Northeast presence with addition of Brave Family Advisors

AlphaCore Wealth Advisory, an independent wealth advisory firm, has announced the addition of Brave Family…

From the Current Issue

Cleared for takeoff: Aviation real estate is gaining altitude with investors

by Chris Leddy and Jared Melnik

Aviation real estate generally refers to the physical assets located inside the fence around an airfield, where land is finite and inherently constrained. The category includes hangars, terminals, ramps, aircraft parking, and storage or office space, as well as fixed-base operations (FBOs). The category’s appeal lies in ...

From the Current Issue

Energy storage enters the 100-gigawatt era; here is what investors should know

by Isshu Kikuma

Energy storage is having its moment. Global deployment has set new records every year since 2014 and exceeded 100 gigawatts of annual additions for the first time in 2025. Annual additions of energy storage, excluding pumped hydro, reached 112 gigawatts in 2025, up 48 percent from 2024, with 307 gigawatt-hours of batteries added worldwide. It only took four years for energy storage to increase annual additions to more than ...

LPL Research launches new model portfolios to expand adviser capabilities

Energea names Peter Lenardos CFO

Corient welcomes Summit Trail Advisors, deepening its ultra-high-net-worth leadership

The reporting gap stifling private market allocations

Profile: Seth Bernstein, CEO of AllianceBernstein

Editors Roundtable: AI in the newsroom, summer lull and upcoming events

Wealth Enhancement announces acquisition of Miramar Capital, an independent RIA with more than $592m in client assets

Hightower Signature Wealth adds $2.5b in AUM through addition of Stearns Financial Group

AlphaCore Wealth Advisory strengthens Northeast presence with addition of Brave Family Advisors

Cleared for takeoff: Aviation real estate is gaining altitude with investors

Energy storage enters the 100-gigawatt era; here is what investors should know

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