Macquarie Asset Management launches dedicated infrastructure education offering for wealth advisers by Released | Oct 9, 2026 Macquarie Asset Management (MAM) has announced the launch of its dedicated education program for wealth advisers focused on private infrastructure to deepen their understanding of the asset class and its role in client portfolios.
Cresset appoints Joe Zidle as chief market strategist by Released | Oct 9, 2026 Cresset, an independent, client- and employee-owned multi-family office serving ultra-high-net-worth families, business owners and entrepreneurs, has announced that Joe Zidle has joined the firm as executive managing director, chief market strategist.
The Mather Group expands in Dallas-Fort Worth through partnership with Legacy Consulting Group by Released | Oct 9, 2026 The Mather Group (TMG), a $17 billion wealth management firm serving high-net-worth individuals and families nationwide, has announced its partnership with Legacy Consulting Group, a Plano, Texas–based wealth management firm with more than $400 million in assets under management.
SagePoint Capital Partners launches with $2b in client assets, betting on trust and stewardship by Released | Oct 9, 2026 SagePoint Capital Partners has announced its formal launch as a relationship-led family office firm serving entrepreneurs, multigenerational families, professional athletes, entertainers, creators and other high-profile clients with complex wealth needs.
Conversant Capital closes more than $845m for inaugural private investment fund by Released | Oct 8, 2026 Conversant Capital, an opportunistic real estate investment firm, has announced the final close of its inaugural private investment fund, Conversant Private Investment Fund (CPIF) with $845 million in equity capital commitments.
Bluespring Wealth welcomes Family Wealth Counseling in merger with KDI Wealth Management by Released | Oct 8, 2026 Bluespring Wealth, an acquirer of independent wealth management firms, has announced the acquisition of Family Wealth Counseling.
Mesirow deepens wealth management platform, hires industry veteran Paul Arnold by Released | Oct 8, 2026 Mesirow, an independent, employee-owned financial services firm, has announced that Paul Arnold, former global head of multi-asset research at Morningstar Investment Management, joined Mesirow Wealth Management as managing director and head of investment solutions, effective Aug. 3.
ADISA announces 2026 alternative investments industry award winners by Released | Oct 7, 2026 ADISA, the nation’s largest trade association for the alternative investments industry, announced the recipients of its 2026 industry awards, including honorees in four new award categories introduced this year.
AlphaCore Wealth Advisory strengthens Mid-Atlantic presence with addition of Blue Rock Financial Group by Released | Oct 7, 2026 AlphaCore Wealth Advisory, an independent wealth advisory firm, has announced the addition of Blue Rock Financial Group, a Sussex County, Delaware-based wealth management firm.
SUBSCRIBE partners with FactSet to deliver end-to-end private markets solution for institutional investors and wealth managers by Released | Oct 7, 2026 SUBSCRIBE, the global fintech company providing an enterprise operating system for alternative investments, has announced a strategic partnership with FactSet, a global data and artificial intelligence solutions provider to the financial markets.
NexPoint launches Energy DST, expanding its DST platform into oil and gas mineral rights by Released | Oct 7, 2026 NexPoint, a multibillion-dollar alternative investment firm, has announced the launch of NexPoint Energy DST, a Delaware statutory trust (DST) offering composed of oil and natural gas mineral rights across two of the most prolific energy-producing regions in North America: the Permian Basin in Texas and the Haynesville Shale in Louisiana.
MCB Wealthbridge welcomes Nicole Monlon as vice president of West Coast sales by Released | Oct 7, 2026 MCB Wealthbridge, a division of MCB Real Estate dedicated to delivering high-quality, tax-efficient real estate investment opportunities through Delaware statutory trust (DST) 1031 exchange offerings and other tax-advantaged income and growth offerings, has announced the appointment of Nicole Monlon as vice president of West Coast sales for MCB Wealthbridge.
Simplify Asset Management introduces Simplify Brookwood Global Macro ETF by Released | Oct 7, 2026 Simplify Asset Management, a provider of exchange-traded funds (ETFs), has announced the launch of its newest fund: the Simplify Brookwood Global Macro ETF (GMAC).
Cox Capital expands liquidity program for retail private markets investors with tender offer for Class I shares of Blue Owl Credit Income Corp. by Released | Oct 7, 2026 Cox Capital Partners has announced that Cox Capital Retail Secondaries Fund I, a private investment fund managed by an affiliate of Cox Capital, has commenced a cash tender offer to purchase Class I shares of Blue Owl Credit Income Corp. (OCIC) effective Oct. 5, 2026, expanding its Class I tender offer program.
AI, capital markets top real estate issues for 2027 by Released | Oct 7, 2026 Artificial intelligence (AI), capital markets and rising construction costs are expected to be among the most significant issues affecting real estate in 2027, according to The Counselors of Real Estate’s annual “Top Ten Issues Affecting Real Estate” report.
