J.P. Morgan Asset Management grows private wealth alternatives with senior hires by Released | Mar 4, 2026 J.P. Morgan Asset Management has announced the appointment of Stephanie Davis as head of private wealth alternatives, leading an increased focus on serving financial advisors across the United States.
SPONSORED: Redwood Investment Management – Opening the private real estate debt market to individual investors by Sheila Hopkins | Mar 3, 2026 In a sponsored interview published in the March issue of Real Assets Adviser, Steve Kirschner, senior vice president – National Institutions at Redwood Investment Management, explains how the firm is working to make private real estate debt available to individual investors by focusing on managing risks before thinking about returns.
SPONSORED: Accordant – Key considerations in allocating to private markets in model portfolios by Sheila Hopkins | Mar 3, 2026 As the investment landscape evolves, financial advisers and portfolio managers are increasingly integrating private market strategies — such as private real estate, private credit and private equity — into model portfolios. However, this is easier said than done.
Inland appoints Michael Collins as head of global wealth by Released | Mar 3, 2026 The Inland Real Estate Group, a commercial real estate investment, finance and operating group, has announced Michael Collins will serve as head of global wealth of Inland Securities Corporation (ISC).
Cerity Partners announces merger with Edge Financial Advisors by Released | Mar 3, 2026 Cerity Partners has announced its merger with Edge Financial Advisors, an independent wealth management firm based in Wheaton, Ill..
Wealthspire launches an enhanced family office for complex, multi-generational families by Released | Mar 3, 2026 Wealthspire, an independent wealth management, retirement advisory and business management firm with nearly $600 billion in assets under management or advisement, has announced the launch of Wealthspire Family Office, the next phase in the firm’s strategic evolution following its capital restructuring and integration initiatives last fall.
Madison Capital Group strengthens Southern region distribution with addition of Archie Hughes as executive vice president by Released | Mar 3, 2026 Madison Capital Group, a Charlotte-based real estate investment firm, has announced that industry veteran Archie Hughes has joined the firm as executive vice president to lead distribution efforts in Texas, New Mexico, Oklahoma, Arkansas and Louisiana.
Sonali Patel joins Prime Capital Financial by Released | Mar 3, 2026 Prime Capital Financial continues its expansion with the addition of Sonali Patel, a San Antonio-based financial adviser with more than a decade of experience guiding clients in building, preserving and transferring wealth.
Secure Properties launches Delaware statutory trust platform with first DST acquisition by Released | Mar 2, 2026 Secure Properties, a national real estate investment firm focused on net lease assets, has announced the launch of Secure Real Estate Exchange, its new Delaware statutory trust (DST) platform designed to provide accredited investors with tax-deferred real estate investment solutions.
Power availability becoming key driver of commercial real estate value by Released | Mar 2, 2026 Energy availability and security is fast becoming a defining factor in commercial real estate decision-making, with critical implications for project viability, property values and building performance.
CPP Investments, Equinix to acquire atNorth for $4b by Released | Mar 2, 2026 Canada Pension Plan Investment Board (CPP Investments) and Equinix have entered into a joint agreement to purchase atNorth, a Nordic high-density colocation and built-to-suit data center provider, from Partners Group.
Alternative investment fundraising presents a slow start to 2026 by Released | Mar 2, 2026 Alternative investment fundraising has dropped by 27 percent from December 2025, to $14.1 billion, according to research by Robert A. Stanger and Co.
LBA Logistics secures $2.2b for flagship LBA Logistics Value Fund X by Released | Mar 2, 2026 LBA Realty, a vertically integrated real estate investment and management company, has announced the final close of LBA Logistics Value Fund X.
Pravati Capital partners with SEI, provides advisers with expanded access to litigation finance as alternative investment by Released | Feb 27, 2026 Pravati Capital, a litigation finance firm in the United States, has announced a strategic partnership with SEI to offer litigation finance as an alternative investment opportunity through SEI Access, an enhanced, end-to-end alternatives platform and product marketplace designed for registered investment advisers (RIAs) and wealth managers.
Invesco expands private markets access for defined contribution market with launch of core-plus real estate CIT by Released | Feb 27, 2026 Invesco has launched its Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) exclusively designed to provide defined contribution (DC) plans access to private real estate through a daily valued structure purpose-built for retirement portfolios.
