Matauro launches in partnership with Dynasty Financial Partners by Kali Persall | Sep 30, 2024 A team of 14 financial advisers and staff has launched a registered investment adviser, Matauro, in partnership with Dynasty Financial Partners.
Aegis Consulting nearly doubles adviser head count and assets by Kali Persall | Sep 30, 2024 Jacksonville, Fla.-based Aegis Consulting has nearly doubled its client assets to almost $2 billion and has grown its adviser team from nine to 17, including its newest additions, Mark O’Sickey and Paul Solorzano.
Cheri Belski joins LPL Financial as executive vice president, head of investment management solutions by Kali Persall | Sep 30, 2024 Financial services industry veteran Cheri Belski has joined LPL Financial, a leader in the wealth management industry, as executive vice president and head of investment management solutions.
Family offices optimistic about 2024 investment returns, says Campden Wealth survey by Andrea Zander | Sep 27, 2024 Based on the performance during the first half of the year, family offices are optimistic about 2024 investment returns, according to report by Campden Wealth
Cory Johnson joins Real Assets Adviser editorial advisory board by Andrea Zander | Sep 27, 2024 Real Assets Adviser has appointed Cory Johnson to the Real Assets Adviser editorial advisory board.
StepStone Group completes fundraising for fifth private equity secondaries program at $7.4b by Released | Sep 27, 2024 StepStone Group has held a final close for its StepStone Secondary Opportunities Fund V, LP (SSOF V) and related separate accounts (together, Fund V) with $7.4 billion of capital commitments.
New analysis indicates significant shift in investor allocations toward the industrial sector by Released | Sep 27, 2024 Oxford Economics has released a new analysis indicating a significant shift in investor allocations toward the industrial sector and away from office properties over the next five years.
Inland Fully subscribes $72m build-to-rent DST in Arizona by Released | Sep 27, 2024 Inland Private Capital Corporation (IPC) has announced the completion of a more than $72 million capital raise for the private investment offering of Glendale BTR DST, an IPC-sponsored Delaware statutory trust.
Cove Capital Investments completes multifamily asset acquisition in San Antonio by Released | Sep 26, 2024 Cove Capital Investments, LLC, a Delaware Statutory Trust sponsor company, has completed the purchase of The Peanut Factory Lofts, a dynamic multifamily asset in historic downtown San Antonio.
Northern Trust Asset Management appoints head of global institutional client group by Released | Sep 26, 2024 Northern Trust Asset Management (NTAM) has named Lyenda Simpson Delp head of the global institutional client group.