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.
SmartStop REIT Advisors forms retail distribution partnership with Orchard Securities by Released | Jul 14, 2025 SmartStop REIT Advisors (SRA), an affiliate of SmartStop Self Storage REIT, an internally managed REIT and an owner and operator of self-storage facilities in the United States and Canada, has announced a new retail distribution partnership with Orchard Securities.
Procyon expands Northeast presence with acquisition of Wooster Corthell Wealth Management, bringing total AUM to $8b by Released | Jul 14, 2025 Procyon, an independent registered investment advisory firm, has announced its acquisition of Wooster Corthell Wealth Management, a Connecticut-based boutique advisory managing approximately $600 million in client assets.
ExchangeRight launches new ER share subclasses for its Essential Income REIT by Released | Jul 14, 2025 ExchangeRight (ER), a provider of diversified REIT and Delaware statutory trust (DST) investments, has announced the launch of new subclasses for the ER shares of the Essential Income REIT.
BGO announces the launch of BGO DataCenters by Released | Jul 14, 2025 BGO has launched BGO DataCenters, a dedicated real estate investment and development platform focused on delivering customized sustainable, hyperscale and AI-optimized digital infrastructure across Europe.
U.S. housing deficit grew to 4.7m despite construction surge by Released | Jul 11, 2025 America’s housing shortage grew to an all-time high of 4.7 million units, according to a new Zillow analysis of recently released census data.
Net U.S. industrial absorption holds steady, corporate demand fuels modern warehouse leasing amid rising vacancy by Released | Jul 11, 2025 The U.S. industrial market is marked by continued resilience in the second quarter, despite broader economic uncertainty and regional volatility, according to Cushman & Wakefield.
Invesco appoints Keith Jones as global head of private markets by Elise Mackanych | Jul 11, 2025 Keith Jones joins Invesco as global head of private markets. Based in Denver, Jones will report to Emily Kulback, global head of product.
The Mather Group enters alliance with Independent Progressive Advisors by Released | Jul 11, 2025 The Mather Group (TMG) has announced it has entered a strategic alliance with Independent Progressive Advisors (IPA).
iCapital raises $820m in latest financing round by Released | Jul 11, 2025 iCapital, a global fintech company, has announced it has raised more than $820 million with the completion of its latest financing round co-led and funded by accounts advised by T. Rowe Price Associates and T. Rowe Price Investment Management and SurgoCap Partners, bringing the company’s valuation to more than $7.5 billion.
Modern Wealth Management reaches $8.5b with acquisition of Kaye Capital Management by Released | Jul 10, 2025 Modern Wealth Management, a registered investment advisory (RIA) firm, has announced an asset purchase agreement of El Segundo, Calif.–based Kaye Capital Management (KCM), a fee-only RIA with more than $700 million in assets under management and an additional $300 million in assets under advisement.
Transparency and investor protections are crucial as private markets expand access, says Ocorian by Released | Jul 10, 2025 Transparency and investor protection must be paramount as private markets open to retail investors, says Ocorian, a global provider of services to high-net-worth individuals and family offices, financial institutions, asset managers and corporates.
