AllianceBernstein appoints Onur Erzan president and CEO by Released | Sep 25, 2026 AllianceBernstein Holding (AB) has named Onur Erzan, its president, as president and CEO.
Former BlackRock director joins Freestone Capital Management as managing director by Released | Sep 25, 2026 Carolyn Barnette has joined Freestone Capital Management as a managing director on its investment team.
Altruist expands alternatives marketplace with pre-IPO investment opportunities by Released | Sep 25, 2026 Altruist, an AI-forward wealth technology and custody platform for financial advisers, has announced the expansion of its alternatives marketplace to include pre-IPO special-purpose vehicles.
Hyperion Realty Capital, GCM Grosvenor form partnership to scale grocery-anchored retail platform by Released | Sep 25, 2026 Hyperion Realty Capital, a vertically integrated real estate investment manager focused primarily on U.S. grocery-anchored retail, has formed a strategic partnership with GCM Grosvenor, a middle-market real estate platform builder and GP stakes investor.
Americana Partners launches family office group by Released | Sep 25, 2026 Americana Partners has launched Americana Partners Family Office Group.
Wedbush welcomes Jim McDermott as managing director, investments by Released | Sep 25, 2026 Wedbush has appointed Jim McDermott as managing director, investments, within its wealth management division.
Man Group expands U.S. wealth offering with launch of fifth ETF by Released | Sep 25, 2026 Man Group, a global alternative investment manager, has announced the launch of the Man Active Global Infrastructure ETF (MGIN).
CAPTRUST expands presence in New York with addition of Compass Advisors and Long Island Wealth Management by Released | Sep 24, 2026 CAPTRUST Financial Advisors has announced that Compass Advisors and Long Island Wealth Management (LIWM) have joined the organization.
Institute for Portfolio Alternatives announces 2027 board of directors by Released | Sep 24, 2026 The Institute for Portfolio Alternatives (IPA) has announced its 2027 board of directors, welcoming 14 newly elected directors representing leading firms across the alternative investments and private wealth industry.
Blackstone launches Blackstone Private Markets Fund by Released | Sep 24, 2026 Blackstone has launched Blackstone Private Markets Fund (BXPM), a new, perpetual flagship strategy providing simplified access to Blackstone’s private markets platform in a single allocation.
Fiduciary Trust Co. names Sidney Queler president of wealth by Released | Sep 24, 2026 Fiduciary Trust Co., a Boston-based private wealth management and trust firm, named Sidney Queler as president of wealth.
CAIS expands advisory council by Released | Sep 24, 2026 CAIS has announced seven new additions to the CAIS Advisory Council (CAC), expanding the perspectives represented on the council as alternative investments play a growing role in how advisers build portfolios and serve their clients.
Bluerock raises $60m from individual investors for industrial DST by Released | Sep 24, 2026 Bluerock Value Exchange, a 20-year, national sponsor of 1031 exchange and Delaware statutory trust (DST) investment programs, announced it has fully subscribed BR Diversified Industrial Portfolio 7.
AssetMark expands private markets platform by Released | Sep 24, 2026 AssetMark has expanded its private markets platform.
Proterra Investment Partners announces expansion of investor solutions and capital formation team by Released | Sep 23, 2026 Proterra Investment Partners has hired Jennie Park as head of capital formation and appointed Matt Coad as head of investor solutions.