Axxcess Wealth Management launches alternatives marketplace by Released | Sep 25, 2024 Axxcess Wealth Management has launched its curated alternatives marketplace to advisors on the Axxcess Platform.
Summit Financial takes minority stakes in BFG Wealth and Canon Capital by Released | Sep 25, 2024 BFG Wealth and Canon Capital Wealth Management have joined Summit Financial.
Global GPs ramp up fundraising efforts in 2024, Dynamo report finds by Released | Sep 25, 2024 Global general partners (GPs) in 2024 appear to be focused on ramping up their fundraising, rather than waiting around to see what happens with the economy, according to Dynamo.
CenterSquare hires Robert Glenn III as managing director in capital markets group by Released | Sep 25, 2024 CenterSquare Investment Management has hired Robert (BJ) Glenn III as a managing director in the firm’s capital markets group.
Bernstein Private Wealth Management sees opportunity in U.S. commercial real estate by Andrea Zander | Sep 25, 2024 U.S. interest rates, post-pandemic, impacted commercial real estate by resetting property values by 30 percent-40 percent. Despite this disruption, Bernstein Private Wealth Management saw it as an investment opportunity, according to a Family Wealth Report article.
Kingswood U.S. welcomes $1b advisory firm Eudaimonia by Released | Sep 25, 2024 Kingswood U.S., part of a network of independent wealth management firms that oversees more than $15 billion in client assets globally, has acquired of the Nashville-based Eudaimonia Partners and Eudaimonia Advisors.
3650 REIT secures $430m in commitments from Temasek, CalSTRS by Released | Sep 24, 2024 3650 REIT has secured nearly $430 million in capital commitments.
Time Equities expands industrial portfolio with $2.35m acquisition in Ridgeway, Va. by Released | Sep 24, 2024 Time Equities (TEI) has acquired 445 Industrial Drive, an approximately 100,000-square-foot industrial building in Ridgeway, Va., outside of Martinsville for $2.35 million.
Judy Fu joins Inland Real Estate Group as chief of staff by Released | Sep 24, 2024 The Inland Real Estate Group has named Judy Fu to the newly created role of senior vice president, chief of staff.
Capital Square fully subscribes seventh, launches ninth opportunity zone fund in Richmond, Va. by Released | Sep 24, 2024 Capital Square has fully subscribed its CSRA Opportunity Zone Fund VII.
