Adams Street Partners launches Private Equity Navigator Fund by Released | Sep 11, 2025 Adams Street Partners, an employee-owned private markets investment firm with more than $62 billion in assets under management, has announced the launch of the Adams Street Private Equity Navigator Fund (ASPEN), a perpetual evergreen vehicle designed to give individual investors and financial advisers access to institutional-quality private equity opportunities.
Fieldpoint Private Trust appoints Brian Donovan as president, family office by Released | Sep 11, 2025 Fieldpoint Private Trust has announced the appointment of Brian Donovan as president, family office, marking a significant addition to the firm’s leadership team as it expands its premier family office and advanced planning services.
Altruist announces relationship with Ritholtz Wealth Management by Released | Sep 11, 2025 Altruist, the modern custodian built exclusively for independent registered investment advisers (RIAs), has announced a new custody relationship with Ritholtz Wealth Management (RWM), a national RIA overseeing more than $6 billion in assets for high-net-worth clients and institutions.
Binance and Franklin Templeton collaborate to develop digital assets initiatives and products by Released | Sep 11, 2025 Binance, a cryptocurrency exchange platform, and Franklin Templeton, a global investment firm with $1.6 trillion in assets under management, have announced a collaboration to build digital asset initiatives and solutions tailored for a broad range of investors.
Consultants’ evolving views on private assets, retirement income and managed accounts revealed in T. Rowe Price Study by Released | Sep 10, 2025 T. Rowe Price, a global asset management firm, has released its 2025 Defined Contribution (DC) Consultant Study, which reflects viewpoints from 36 top DC consultants and advisers.
Real Assets Adviser appoints Andrew Deck to Real Assets Adviser Editorial Board by Elise Mackanych | Sep 10, 2025 Real Assets Adviser has appointed Andrew Deck to the Real Assets Adviser editorial advisory board.
First National Realty Partners appoints Ben Matheson as head of investor relations by Released | Sep 10, 2025 First National Realty Partners (FNRP), a national private equity commercial real estate firm, has appointed Ben Matheson as head of investor relations.
IEQ Capital Expands with appointment of Frank Mason as managing director by Released | Sep 10, 2025 IEQ Capital, an independent wealth management firm and multi-family office overseeing $41.7 billion in assets under management, has announced its expansion in New York with the appointment of Frank Mason as managing director.
Creative Planning acquires Grassi Investment Management by Released | Sep 10, 2025 Creative Planning, a registered investment adviser (RIA), has announced the acquisition of Grassi Investment Management, a wealth management firm located in Santa Clara, Calif.
10 lessons from 20 years by Jay Frank | Sep 10, 2025 Talented colleagues, trusted advisers and clients with the highest expectations have forged my path across two decades in asset management.
Wellspring Financial Advisors rebrands as Wellspring Family Office by Released | Sep 9, 2025 Wellspring Financial Advisors has rebranded as Wellspring Family Office, a change that represents the firm’s holistic approach to serving multigenerational families.
Franklin Templeton names Daniel Gamba chief commercial officer as it accelerates efforts to enter alternatives by Released | Sep 9, 2025 Franklin Resources has announced the appointment of Daniel Gamba as chief commercial officer, overseeing global sales, marketing and product strategy, effective Oct. 15, 2025.
Kroll and StepStone Group launch private credit benchmarks by Released | Sep 9, 2025 Kroll, an independent provider of global financial and risk advisory solutions, and StepStone Group, a global private markets solutions provider, has announced the launch of the Kroll StepStone Private Credit Benchmarks.
Cantor Fitzgerald launches new gold-protected bitcoin fund by Released | Sep 9, 2025 Cantor Fitzgerald Asset Management (CFAM) has announced the launch of the Cantor Fitzgerald Gold Protected Bitcoin Fund, a structured investment product that combines bitcoin’s growth potential and adoption with gold-based downside protection.
Christopher Hogbin joins Lazard Asset Management as CEO by Released | Sep 9, 2025 Lazard has announced Christopher Hogbin has been appointed CEO of Lazard Asset Management, effective December 2025.
