Cetera welcomes Edward Duffy and his Lexington Financial team overseeing approximately $608m in assets under administration by Released | Jul 8, 2026 Cetera has welcomed financial adviser Edward J. Duffy and his Lexington Financial team, which has approximately $608 million in assets under administration.
Voya Financial expands its adviser managed accounts program with additional capabilities in alternatives and private assets by Released | Jul 7, 2026 Voya Financial has announced the expansion of private asset capabilities within its existing Advisor Managed Accounts (AMA) program. These enhanced capabilities allow registered investment advisers (RIAs) to allocate to private market investments — including private equity, private credit and private real estate — within personalized, professionally managed portfolios for plan participants.
Bartholomew & Co. launches $6b hybrid RIA, marking next step in long-term growth strategy by Released | Jul 7, 2026 Bartholomew & Company has announced its launch as an independent hybrid registered investment adviser (RIA), overseeing approximately $6 billion in client assets.
UHY combines with RBT CPAs by Released | Jul 7, 2026 UHY has announced that it has combined with RBT CPAs, the largest certified public accounting firm in New York’s Hudson Valley.
Perspectives: Why ‘they just don’t get it’ costs you money by Geoffrey Dohrmann | Jul 7, 2026 I read a piece on leadership recently that named a trap I have watched derail capable people for the better part of 40 years. The author called it a landmine — one of those internal habits of mind that quietly stop us from getting where we mean to go — and the most destructive one on the list was certainty: the unwavering belief that you are right and the people who see it differently are wrong.
Agentic Assets announces Corbis, a research-first AI platform for finance and real estate professionals by Released | Jul 7, 2026 Agentic Assets, an AI technology company founded by two finance professors, has announced the launch of Corbis, a research-first AI platform purpose-built for finance and real estate professionals. Corbis searches and synthesizes more than 422,000 peer-reviewed papers across finance, real estate and economics, and returns cited answers in real time — with every source available to inspect before it is used.
HKS Real Estate Advisors’ Michael Lee says office dealmaking still carries ‘scar tissue’ by Andrea Zander | Jul 6, 2026 The office sector is showing improving demand, but buyers and lenders remain selective. In an exclusive interview with IREI, Michael Lee, principal and partner at HKS Real Estate Advisors, discusses where office fits in today’s market and how lenders are evaluating deals today.
Mawer launches private equity fund by Released | Jul 6, 2026 Mawer Investment Management Ltd. has launched the Mawer Private Equity Fund, bringing its established private equity strategy to Mawer Private Wealth clients.
Coastal Bridge Advisors, Waddell & Associates and One Charles Private Wealth combine firms by Released | Jul 6, 2026 Coastal Bridge Advisors (CBA), Waddell & Associates (W&A) and One Charles Private Wealth have merged.
Macquarie Asset Management surpasses $1.6b in CLO pricing by Released | Jul 6, 2026 Macquarie Asset Management (MAM) has surpassed $1.6 billion in U.S. collateralized loan obligation (CLO) pricing in 18 months with the successful pricing of its third CLO, Market Street CLO Ltd. III (Market Street III).
Study finds 401(k) plans outperformed pensions with private market exposure by Released | Jul 6, 2026 Americans for Financial Reform Education Fund and law firm Engstrom Lee have released a new report that found defined contribution retirement plans, such as 401(k)s, with virtually no exposure to private equity or other alternative assets, have outperformed defined benefit pension plans with substantial allocations to those investments.
Madison Capital Group launches qualified opportunity zone fund focused on downtown Reno hospitality redevelopment by Released | Jul 2, 2026 Madison Capital Group, a Charlotte, N.C.–based vertically integrated real estate investment firm, has announced the launch of Madison Reno Hotel QOF, a qualified opportunity fund (QOF) focused on the redevelopment of a landmark hospitality asset located in downtown Reno, Nev.
Cerity Partners expands into Oregon after merger with Cordant Wealth Partners by Released | Jul 2, 2026 Cerity Partners has merged with Cordant Wealth Partners.
Hamilton Lane holds final close of sixth direct equity fund by Released | Jul 2, 2026 Hamilton Lane has raised $3.8 billion in total commitments for its direct equity strategy in and alongside the final closing of the Hamilton Lane Equity Opportunities Fund VI.
Richard Brothers Financial Advisors joins Savant Wealth Management by Released | Jul 2, 2026 Savant Wealth Management, a fee-only registered investment adviser, has partnered with Richard Brothers Financial Advisors.
