PGIM and Partners Group enter partnership to deliver multi-asset solutions by Released | Sep 18, 2025 PGIM, a $1.44 trillion global investment management business of Prudential Financial, and Partners Group, a firm in the global private markets industry, have entered a strategic partnership to construct and deliver a suite of multi-asset portfolio solutions for individual and institutional investors.
Edward Jones expands services for high-net-worth clients by Released | Sep 18, 2025 Edward Jones continues to make ongoing investments to enhance its high-net-worth client experience. These include opening four new physical locations to serve high net worth clients exclusively and increasing financial adviser support through new training programs.
Caprock 2024 impact data reveals measurable progress by Released | Sep 18, 2025 Caprock, a multi-family office registered investment adviser (RIA) serving ultra-high-net-worth clients, has released new data showing that its clients’ investments are driving positive impact across important areas such as affordable housing, financial inclusion, resource sustainability and renewable energy.
The self-storage sector is on the path to recovery, according to data from Yardi Matrix by Elise Mackanych | Sep 18, 2025 The self-storage sector is showing signs of recovery and growth, according to the National Self Storage Report by Yardi Matrix. Self-storage is increasingly popular among households, as usage reached 12.6 percent in 2025.
Fed lowers rates by 0.25%, in attempt to balance dual mandate by Andrea Zander | Sep 18, 2025 The Federal Reserve lowered the federal funds rate target range by 0.25 percentage points, to a policy range of 4.00–4.25 percent.
Pitcairn appoints Carlin Calcaterra as managing director of investment strategy by Released | Sep 17, 2025 Pitcairn, a family office serving ultra-high-net-worth families, has named Carlin Calcaterra as managing director of investment strategy.
Creative Planning acquires retirement-focused RIA, SageView by Released | Sep 17, 2025 Creative Planning, a Kansas-based registered investment adviser, has acquired SageView Advisory Group, according to Wealth Management.
Franklin Templeton forms powerhouse partnership with CIP, DigitalBridge and Actis to expand infra solutions for private wealth by Kali Persall | Sep 17, 2025 Franklin Templeton, one of the world’s largest asset managers, has formed a strategic partnership with three institutional infrastructure investment firms — Actis, the sustainable infrastructure business of General Atlantic; Copenhagen Infrastructure Partners (CIP); and DigitalBridge — to deliver private infrastructure solutions to individual investors.
Marathon Asset Management expands access to its ABL Strategy on iCapital Marketplace by Released | Sep 17, 2025 Marathon Asset Management, a global asset manager specializing in private and public credit, has announced that it has broadened access to its long-established asset-based lending (ABL) strategy on iCapital Marketplace.
New Jersey-based Lane Hipple Wealth joins Moneta Group by Released | Sep 17, 2025 Moneta Group Investment Advisors, an independent, partner-owned registered investment adviser (RIA) firms, has announced that Lane Hipple Wealth Management Group, a New Jersey–based RIA with nearly $418 million in assets under management as of Dec. 31, 2024, on their latest regulatory filing, and approximately $520 million in assets under management (AUM) as of Sept. 15, 2025, has joined Moneta as its newest partner team.
Bernstein Private Wealth appoints Bowman Hallagan to leave private wealth office in Boston by Released | Sep 16, 2025 Bernstein Private Wealth Management, a unit of AllianceBernstein, has announced the appointment of Bowman Hallagan, a managing director with the firm, to head its private wealth office in Boston.
Peachtree Group expands DST platform with industrial offering in Dallas-Fort Worth by Released | Sep 16, 2025 Peachtree Group, a commercial real estate investment firm overseeing a diversified portfolio of more than $8 billion across equity and debt, has launched its latest Delaware statutory trust (DST) offering with the acquisition of a newly built, class A industrial facility in Mansfield, Texas, a suburb of Dallas-Fort Worth.
Morgan Stanley Investment Management launches online education centers by Released | Sep 16, 2025 Morgan Stanley Investment Management (MSIM) has announced the debut of the Tax Forward Investing Center and the Alternatives Investing Center.
Corient adds Northeast Financial Consultants, a multi-family office with $4.5b in assets by Released | Sep 16, 2025 Corient, a national wealth adviser, has announced the acquisition of Northeast Financial Consultants, a Connecticut-based registered investment adviser firm with $4.5 billion in assets under management.
Wellspring Family Office announces partnership with The Pritzker Organization by Released | Sep 16, 2025 Wellspring Family Office has entered a strategic partnership with The Pritzker Organization (TPO).
