Modera Wealth Management expands Florida presence with Northstar transaction by Released | Jun 17, 2026 Modera Wealth Management, a fee-only wealth management firm for individuals, families, business owners and nonprofit institutions, has announced its transaction with Northstar Financial Planners, a Plantation, Fla.–based registered investment adviser.
Arixa Capital surpasses $8b in loan originations, strengthens leadership team by Released | Jun 17, 2026 Arixa Capital, a private real estate lender and alternative investment manager, has announced that it has surpassed $8 billion in total loan originations since inception.
SageSpring Wealth Partners welcomes five new equity partners by Released | Jun 17, 2026 SageSpring Wealth Partners has announced the addition of five new equity partners, reflecting the firm’s continued commitment to building ownership from within and aligning long-term leadership across the organization.
U.S. Bank Wealth Management appoints Daniel Farley CIO by Released | Jun 17, 2026 U.S. Bank has announced that Daniel Farley, CFA, is its new CIO for the Wealth Management Asset Management Group.
Creative Planning expands presence in Southwest Florida with acquisition of MarkhamNorton Accountants+Advisors by Released | Jun 16, 2026 Creative Planning, a registered investment adviser (RIA), has announced that it has entered into an agreement to acquire MarkhamNorton Accountants+Advisors, a southwest Florida accounting and advisory firm.
LPL Financial welcomes Fortress Financial Planning by Released | Jun 16, 2026 LPL Financial has announced that the financial advisers of Fortress Financial Planning have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform.
Beacon Coast Partners launches independent advisory firm, serving ultra-high-net-worth clients at key wealth transitions by Released | Jun 16, 2026 Beacon Coast Partners has announced the launch of its independent, employee-owned registered investment adviser focused on serving a select group of ultra-high-net-worth individuals and families, particularly those preparing for or navigating significant liquidity events.
DC Plan sponsors to modernize investment menus, according to PIMCO consulting study by Released | Jun 16, 2026 More than half of institutional consultants anticipate that a majority of their plan sponsor clients will add active non-core fixed income options, while 45 percent expect increased adoption of multi-asset inflation hedging strategies to investment menus, according to the 20th Annual Defined Contribution (DC) Consulting Study conducted by PIMCO, a global leader in active fixed income with expertise across public and private markets.
Perspectives: A rocket, a record IPO and what it means down here by Geoffrey Dohrmann | Jun 16, 2026 When Space Exploration Technologies priced its initial public offering last week — about $135 a share, roughly $75 billion raised, a valuation near $1.77 trillion, the largest stock-market debut in history — my first reaction was probably the one many of you had. A rocket company. What does that have to do with the buildings, the platforms and the long-lived assets the rest of us spend our careers underwriting?
Cohen & Steers completes conversion of Future of Energy Mutual Fund to active ETF by Released | Jun 15, 2026 Cohen & Steers has announced it has completed the conversion the Cohen & Steers Future of Energy Fund (MLOIX) into a new, actively managed exchanged-traded fund (ETF), the Cohen & Steers Future of Energy Active ETF (CSEN).
New Forests launches global natural capital strategy by Released | Jun 15, 2026 New Forests has launched its Global Landscape Opportunities strategy, its first global natural capital offering, investing across forestry, agriculture and complementary markets such as carbon and biodiversity.
Bryn Mawr Trust Advisors elevates leadership for client growth by Released | Jun 15, 2026 WSFS Financial Corp., the parent company of Bryn Mawr Trust Advisors, has announced key leadership promotions and appointments.
Driftwood Capital: Affluent demand strengthens case for luxury hospitality by Andrea Zander | Jun 15, 2026 Luxury hospitality is becoming a more strategically relevant real estate asset class as affluent consumers continue to drive demand for high-end travel, according to a report from Driftwood Capital.
No more easy money: Why senior housing’s next winners will be built on operations, not rate cuts by Denise Moose | Jun 15, 2026 In March 2026, IREI began interviewing people across 11 different property types to share their insights and outlooks on asset management in a video series titled Asset Management In Focus.
CAZ Investments appoints former Houston Texans president Greg Grissom as executive director of sports investing by Released | Jun 12, 2026 CAZ Investments, a Houston-based alternative investment firm, has announced the appointment of former Houston Texans president Greg Grissom as executive director of sports investing.
