ADISA announces president-elect Matthew Iak for 2026 by Elise Mackanych | Feb 11, 2025 The Alternative & Direct Investment Securities Association (ADISA) has appointed Matthew Iak as president-elect for 2026, according to a LinkedIn post on Feb. 7.
NewSpring Wealth Partners launches as an independent RIA by Released | Feb 11, 2025 NewSpring Wealth Partners is proud to announce its launch as an independent registered investment adviser (RIA).
Madison Capital Markets closes $21m self-storage DST by Elise Mackanych | Feb 11, 2025 Madison Capital Markets Group has closed the $21 million Go Store It Self-Storage DST (Delaware Statutory Trust), according to a statement from the firm.
Brookfield Oaktree Wealth Solutions aims to reach $100b in assets in next five years by Andrea Zander | Feb 10, 2025 Brookfield Oaktree Wealth Solutions, Brookfield Asset Management’s private wealth arm, has plans to reach $100 billion in assets in the next five years, reported Bloomberg.
Nontraded BDCs near $100b, with 55.6 percent year-over-year rise by Andrea Zander | Feb 10, 2025 Nontraded business development companies saw a 55.6 percent year-over-year rise in aggregate net asset value and a 10 percent increase quarter-over-quarter, closing the year at $95.9 billion, according to DI WIRE, citing data from Robert A. Stanger & Co.
Receipts Depositary Corp. launches XRP Depositary Receipt by Released | Feb 10, 2025 Receipts Depositary Corp. (RDC) has launched the XRP Depositary Receipt (XRP DR).
Rich Steinmeier is abruptly appointed as CEO for LPL Financial Holdings by Elise Mackanych | Feb 10, 2025 Rich Steinmeier, the new chief executive officer (CEO) of LPL Financial Holdings Inc., is taking on his new role with minimal notice of the transition, says Bloomberg News.
Vanguard makes largest fee cut yet, increasing pressure on competitors by Elise Mackanych | Feb 10, 2025 Vanguard Group, an investment management company, has released a fee reduction to 0.07 percent, in comparison to the industry average of 0.44 percent.
Advisers want accessible and straightforward alternative products by Elise Mackanych | Feb 10, 2025 Advisers are seeking clear and straightforward alternatives products, says Financial Advisor, citing a BNY white paper.
As proposed tariffs may lead to high inflation and uncertainty, investors should prioritize alternatives by Elise Mackanych | Feb 10, 2025 Tariffs, deregulation and immigration reforms from the Trump administration are key factors in increased inflation, nominal GDP and interest rates paired with price volatility, according to KKR’s Global Wealth Investment Playbook.