CEO of AFIRE Gunnar Branson mines an Alaskan childhood for lessons on investing through uncertainty by Denise Moose | May 21, 2026 Gunnar Branson, CEO at AFIRE, has published a memoir, Chasing Lights, that turns a remote Alaskan upbringing into a meditation on how investors should navigate disruption and uncertainty.
Manulife Wealth & Asset Management appoints Jeff Kellogg as head of global investment products by Released | May 20, 2026 Manulife Wealth & Asset Management (WAM) have announced the appointment of Jeffrey M. Kellogg as its new head of global investment products.
The Scion Group and Ares establish joint venture to acquire $910m U.S. student housing portfolio by Released | May 20, 2026 The Scion Group and an Ares Real Estate fund have announced the formation of a joint venture to invest in off-campus student housing in the United States, with a focus on high-quality assets in markets characterized by strong enrollment fundamentals and limited new supply.
Envestnet Wealth Solutions expands alternative investment access, enhances platform flexibility by Released | May 20, 2026 Envestnet, the leading Adaptive WealthTech company, has announced a series of enhancements and milestones across its Wealth Solutions business, reinforcing its commitment to helping advisors deliver more personalized, scalable investment strategies.
Hines: Real estate enters “buy phase” amid global market disruption by Andrea Zander | May 20, 2026 Trade disruptions, tariffs and geopolitical tensions are reshaping the real estate landscape, driving up costs, slowing development and reinforcing uncertainty across global markets.
Clarion Partners surpasses $1b in healthcare real estate deals, expands senior housing footprint by Andrea Zander | May 20, 2026 Clarion Partners, a real estate investment manager and partially owned subsidiary of Franklin Templeton, has announced that it has recently executed on more than a dozen highly curated single-asset healthcare investments totaling over $1 billion.
Alto and FarmTogether Partner to bring sustainable farmland investing to self-directed IRAs by Released | May 19, 2026 Alto, a leading self-directed IRA platform bringing private markets to individual retirement portfolios, has announced a new investment opportunity with FarmTogether, a farmland investment manager providing investors with access to high-quality U.S. agricultural real assets.
The McEwen Group merges with Prairie Wealth Advisors to form billion dollar RIA by Released | May 19, 2026 Prairie Wealth Advisors, a registered investment adviser (RIA) providing families with bespoke investment management and wealth planning, has announced a strategic merger with The McEwen Group.
Beacon Pointe Advisors continues to enhance its East Coast platform with female-founded RIA by Released | May 19, 2026 Beacon Pointe Advisors welcomes Financially In Tune, a female-founded wealth management firm based in Stoneham, Mass., reinforcing its growing presence across the East Coast.
Sachem Capital Corp., Industrial Realty Group create IRG Realty Trust by Released | May 19, 2026 Sachem Capital Corp., a real estate lender specializing in originating, underwriting, funding, servicing and managing a portfolio of loans secured by first mortgages on real property, and Industrial Realty Group (IRG), a private real estate development and investment firm specializing in the acquisition, development and management of commercial and industrial real estate throughout the United States, have entered into a definitive contribution agreement under which IRG will contribute 98 industrial assets from its 200-asset portfolio owned by IRG and/or its partners to Sachem.
Perspectives: Why private market benchmarks can mislead advisers — and their clients by Geoffrey Dohrmann | May 19, 2026 Private real assets have become an increasingly prominent component of wealth portfolios.
Private markets reshape wealth management as alternatives drive portfolio diversification and revenue growth by Released | May 18, 2026 Alternative investments are rapidly transforming global wealth management, as private markets move from niche offerings to core portfolio allocations. Wealth managers are expanding access to private equity, private credit, infrastructure and real assets to meet rising demand for diversification, resilience and long-term returns.
Rockefeller Global Family Office expands into Naples, Fla., welcoming Coplin Wealth Partners by Released | May 18, 2026 Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has announced it is establishing a presence in Naples, Fla., with the addition of Coplin Wealth Partners.
Carter Funds appoints Deron Richens as senior vice president, internal sales and distribution by Released | May 18, 2026 Carter Funds, a fully integrated real estate acquisition and alternative investment management firm, has announced the appointment of Deron Richens as senior vice president, internal sales and distribution.
Blackstone Digital Infrastructure Trust announces pricing of up to $2b IPO by Released | May 18, 2026 Blackstone Digital Infrastructure Trust has priced its initial public offering of 87.5 million shares of common stock at $20 per share. The company also granted the underwriters a 30-day option to purchase additional shares.
