Wilshire Indexes and GCM Grosvenor launch private market infrastructure index by Released | Jul 17, 2025 Wilshire Indexes, a global firm in index design, and GCM Grosvenor, a global alternative asset management solutions provider, today announced the launch of the jointly developed FT Wilshire Private Markets Infrastructure Index.
Wealth managers and IFAs plan to invest more of their own wealth into private markets, according to Wealth Club by Released | Jul 17, 2025 Wealth managers and independent financial advisers (IFAs) are set to increase allocations of their own personal wealth to private market funds, according to research from Wealth Club, the UK's largest non-advisory investment service for tax-efficient and private market investment.
AlphaCore appoints David Stubbs as chief investment strategist by Released | Jul 17, 2025 Independent registered investment advisory firm, AlphaCore Wealth Advisory, has appointed Dr. David Stubbs to the role of chief investment strategist.
CBRE announces strategic leadership appointments by Released | Jul 17, 2025 CBRE has made several strategic leadership appointments within its U.S. and Canada advisory business, including Chris Connelly, James Millon, Tommy Lee and Mike Casey, each of whom report to Vikram Kohli, Global CEO, advisory services.
Geopolitics, inflation reshape CRE: Focus turns to stable income, key sectors, says PIMCO by Andrea Zander | Jul 16, 2025 Commercial real estate seemed poised for a rebound, but 2025 has revealed a new reality of structural uncertainty – and the success is now driven by disciplined execution, strategic agility, and deep expertise – not market momentum, according to PIMCO in its 2025 Real Estate Outlook: Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty.
InspereX appoints Mark Whyman as managing director, RIA and private market solutions by Released | Jul 16, 2025 InspereX, a tech-driven fixed income and structured products distribution and trading firm, has announced Mark Whyman has been appointed managing director, registered investment adviser (RIA) and private market solutions
Creative Planning acquires Hawaii-based Mosaic Pacific by Released | Jul 16, 2025 Creative Planning, a registered investment adviser (RIA), has announced the acquisition of Mosaic Pacific, a financial advisory practice serving clients throughout Hawaii.
Canadian housing market saw increase in housing prices, year-over-year, according to Royal LePage by Released | Jul 16, 2025 According to the Royal LePage House Price Survey and Market Forecast, the aggregate price of a home in Canada eased upwards modestly in the second quarter of 2025, increasing 0.3 percent year over year to $826,400.
BlackRock plans to include private assets in its retirement funds by Elise Mackanych | Jul 16, 2025 BlackRock will offer target-date retirement funds that include private assets, according to AdvisorHub. With the firm’s recent push to incorporate alternative assets, BlackRock plans to launch the target-date fund, LifePath, by next year.
Blue Owl and Voya partner to offer private market investments to defined contribution retirement plans by Released | Jul 15, 2025 Blue Owl Capital, an alternative asset manager, and Voya Financial, a provider of retirement, investment and benefit solutions, have announced a strategic partnership to develop private markets investment products for defined contribution retirement plans.
Capital Square Housing Trust launches $40m preferred stock offering by Released | Jul 15, 2025 Capital Square Housing Trust, a REIT sponsored by Capital Square, has announced the offering of up to 4 million shares of its Series 2 Class A and Class I Redeemable and Convertible Preferred Stock at $10 per share.
True North Advisors expands into San Francisco Bay Area with acquisition of Blue Investment Partners by Released | Jul 15, 2025 True North Advisors, a Texas-based registered investment adviser (RIA), has announced the acquisition of Blue Investment Partners, an investment management firm based in Danville, Calif., with approximately $353 million in assets under management (AUM) as of June 30, 2025.
Hotel sector’s resilience: Insights from Aimbridge’s chief global growth officer by Andrea Zander | Jul 15, 2025 The hotel sector is once again showing its resilience despite facing macroeconomic and geopolitical pressures, including tariffs, supply-chain issues, financial volatility and global trade impacts.
Insurers increasingly look to boost private assets allocations amid expected influx of capital by Kali Persall | Jul 15, 2025 Insurance investment managers are increasingly looking to boost their private assets allocations amid an anticipated increase in capital to invest in their organizations in the year ahead.
Industry veteran and former CIO of CBIZ Investment Advisory Services launches Grenadilla Advisory by Released | Jul 14, 2025 Financial adviser Anna Rathbun has announced the launch of Grenadilla Advisory, a wealth management firm dedicated to crafting tailored investments and building harmonious portfolios for individuals and families.
