NewEdge Advisors welcomes $1b New York team by Released | Feb 26, 2026 NewEdge Capital Group has announced that Seven Bridges Wealth Advisors of White Plains, N.Y., has affiliated with NewEdge Advisors, the firm’s growth-oriented RIA supporting entrepreneurial financial advisers nationwide.
Parkview Financial’s CEO Paul Rahimian on why liquidity signals matter more than Fed projections by Andrea Zander | Feb 26, 2026 As markets debate whether the Federal Reserve is approaching the end of quantitative tightening (QT), Paul Rahimian, CEO of real estate lender Parkview Financial, in an interview with IREI, argues that the more important question is whether liquidity is returning in a durable way.
Madison Capital Group names Andrew Nerney executive vice president to lead Midwest distribution expansion by Released | Feb 25, 2026 Madison Capital Group, a Charlotte, N.C.–based real estate investment firm, has announced that Andrew Nerney has joined the firm as executive vice president where he will be responsible for expanding the firm's distribution efforts across the Midwest.
$1.2b RIA chooses Beacon Pointe Advisors for next phase of growth by Released | Feb 25, 2026 Beacon Pointe Advisors has announced its latest acquisition of The Financial Advisors in Andover and Newburyport, Mass., deepening the firm's presence in the New England market.
Barings and Homestead Capital launch strategic agricultural partnership by Released | Feb 25, 2026 Barings, one of the world’s leading investment managers, and leading U.S. farmland investor Homestead Capital USA, have announced the closing of a $300 million asset-based finance program to expand Homestead’s loan origination in key regions, while broadening Barings’ access to investment opportunities in the agricultural credit market.
Fairway Wealth Management launches refreshed brand, website and partner promotions by Released | Feb 25, 2026 Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, has launched a comprehensive brand and digital transformation — debuting a new visual identity and redesigned website.
Aspen Standard Wealth names Kevin DiSano as president by Released | Feb 25, 2026 Aspen Standard Wealth has announced that Kevin DiSano has been named president.
Integrated Partners launches integrated private wealth to guide business owners through high-stakes transitions by Released | Feb 24, 2026 Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), has announced the launch of Integrated Private Wealth, a new private wealth brand purpose-built to guide business owners and their families through complex, high-stakes liquidity events and regret free transitions.
$1.2b Bard Financial Services transitions to Osaic’s Empowered Independence Channel by Released | Feb 24, 2026 Osaic, a provider of wealth management strategies, has announced that Bard Financial Services, a Branford, Conn.-based advisory firm overseeing approximately $1.2 billion in assets under management, has joined Osaic’s Empowered Independence (W-2) channel.
Madison Capital Group launches multifamily DST for a newly constructed luxury community in North Carolina by Released | Feb 24, 2026 Madison Capital Group, a vertically integrated real estate investment and development firm, has announced the launch of MCG Arden NC Multifamily DST, a Delaware Statutory Trust offering comprising Madison Long Shoals, a class A boutique multifamily community located at 10 Calm Water Drive in the Asheville, N.C., submarket of Arden.
Hampton Bluff Capital Partners launches Atlanta-based independent wealth management firm by Released | Feb 24, 2026 Elevation Point, a minority stake partner for independent advisers and breakaway firms, has announced it has made a strategic minority investment in Hampton Bluff Capital Partners, an Atlanta-based wealth management firm.
From Manhattan to Miami, and back? The new geography of multifamily investment by Desi Co | Feb 24, 2026 During the COVID-19 pandemic, millions of Americans relocated from the crowded North to the warmer, more spacious South. Remote work and rising urban housing costs drew renters and investment toward high-growth Sun Belt markets, nowhere more clearly than Florida, which became a symbol of this shift.
GFG Capital announces Tucker Donahue as CIO by Released | Feb 23, 2026 GFG Capital has announced the promotion of Tucker Donahue to the position of CIO.
Industry veteran Scott Little joins Independent Financial Group by Released | Feb 23, 2026 Independent Financial Group (IFG), a San Diego–based, privately held independent wealth management provider, has announced the addition of Scott Little as regional business development, Midwest.
Nuveen: Investors identify AI, energy transition and deglobalization as key megatrends reshaping investment strategy by Released | Feb 23, 2026 Institutional investors worldwide are recalibrating their investment approaches as three powerful megatrends — artificial intelligence, energy transition and deglobalization — reshape the global economic landscape, according to preview results from Nuveen's sixth annual EQuilibrium Global Institutional Investor Survey.
