Griffin Capital fully subscribes $23.5m build-to-rent DST in Jenks, Okla. by Released | Oct 30, 2026 Griffin Capital Co., a private real estate investment manager, has announced that Griffin Capital Tulsa BTR DST is fully subscribed after raising approximately $23.5 million of equity.
Retirement savers show more interest in private assets by Released | Oct 30, 2026 According to the Schroders “2026 U.S. Retirement Survey,” more than half of investors participating in 401(k), 403(b) or 457 workplace retirement savings plans (52 percent) say they would invest in private equity and private debt investments if their plan provided access to these assets — up from 45 percent in 2025 and 36 percent in 2024.
CAPTRUST strengthens Pacific Northwest presence with Pacific Sage Partners by Released | Oct 30, 2026 CAPTRUST Financial Advisors has announced that Pacific Sage Partners (PSP), an Edmonds, Wash.–based wealth management firm, has joined the firm.
Citizens expands private wealth business with new team in Southern California by Released | Oct 30, 2026 Citizens Financial Group has added a new private wealth team based in Newport Beach, Calif., further strengthening its presence in Southern California.
Opportunity Zone investors prepare for increased 2027 investment activity by Elise Mackanych | Oct 30, 2026 Investors are preparing for a significant increase in opportunity zone investment activity ahead of first quarter 2027, according to research from OpportunityZones.com.
Scale alone is no longer enough for enterprise RIAs by Released | Oct 29, 2026 The registered investment adviser (RIA) channels have grown at a 12 percent five-year compound annual growth rate (CAGR), buoyed by strong equity markets, new client acquisition and inorganic ex-channel acquisitions.
Savvy Wealth launches proprietary private markets program for independent advisers by Released | Oct 29, 2026 Savvy Wealth, an AI-native registered investment adviser for independent financial advisers, has announced the launch of a proprietary private markets program for advisers on its platform.
Perspectives: The margins have moved to the middle — DC plans get serious about real estate by Geoffrey Dohrmann | Oct 29, 2026 Defined contribution (DC) plans, the 401(k)s and similar accounts, now hold considerably more assets than the traditional defined benefit pensions they have gradually replaced. For most of their history, though, they have had little interest including private real estate in the investment programs they’ve been crafting for their participants.
Vestmark and Allspring Global Investments partner to expand adviser-built model portfolios by Released | Oct 29, 2026 Vestmark, a provider of wealth management technology and services, and Allspring Global Investments, a global asset management firm with $603 billion in assets under advisement, have announced a strategic partnership to help registered investment advisers build and implement personalized, tax-aware model portfolios at scale while maintaining control over asset allocation and portfolio construction.
Envestnet | Tamarac and Canoe Intelligence automate alternative investment document delivery for shared wealth management clients by Released | Oct 29, 2026 Envestnet, an Adaptive WealthTech company, has announced a new document integration between Tamarac, the portfolio reporting, trading, rebalancing and customer relationship management platform for registered investment advisers, and Canoe Intelligence, a Bloomberg company and the intelligence infrastructure for alternative investments.
Signal vs. noise for the week ending Oct. 24, 2026 by Geoffrey Dohrmann | Oct 28, 2026 Blackstone cut its values and one of its apartment loans went to special servicing. Meanwhile, fresh money arrived for apartments. A reset signal, or a market-clearing signal?
VanEck launches Wealth Builder ETF, an all-in-one ETF spanning stocks, bonds, real assets and bitcoin exposure by Released | Oct 28, 2026 VanEck has launched the VanEck Wealth Builder ETF (NYSE: WBMO), an actively managed, all-in-one ETF designed to provide investors with a diversified portfolio in a single fund.
William Blair Private Wealth Management opens Dallas office with new advisory team by Released | Oct 28, 2026 William Blair Private Wealth Management has announced the opening of an office in Dallas with the addition of a four-person wealth advisory team led by Ryan Berube and Allen Abney, managing directors and wealth advisers.
J.P. Morgan Asset Management’s 55ip working with Anthropic to deliver tax-smart technology within Claude for Financial Advisors by Released | Oct 28, 2026 55ip, a wholly owned subsidiary of J.P. Morgan Asset Management, will be bringing its proprietary ActiveTax Technology® into Claude for Financial Advisors through a new connector.
Venable expands its family offices services amid evolving client needs by Released | Oct 28, 2026 Venable has announced the expansion of its family offices offering to address the increasingly interconnected legal and business needs of family offices as they take on broader roles in acquiring businesses and real estate, managing investments, overseeing complex assets and preserving multigenerational wealth.
