Inland Real Estate Investment announces sale of 252-unit multifamily community near Denver by Released | Apr 14, 2025 Inland Real Estate Investment Corp., a real estate investment manager, has announced the sale of Solaire Apartments, a 252-unit multifamily community located in Brighton, Colo.
REITs raised $12.2b in Q1 2025, amid slow M&A activity by Elise Mackanych | Apr 14, 2025 U.S. REITs raised $12.2 billion in debt and equity during first quarter 2025, according to Nareit.
Hedge funds consider outsourcing in response to increasing cost pressures by Elise Mackanych | Apr 14, 2025 Hedge funds are considering outsourcing noncore operations, as well as considering fee reductions in response to operational costs, the complexity of funds and pressure from investors, according to IG Prime, hedge fund and family office brokerage.
Charles Schwab expands its alternatives investment platform to clients with $5m in assets by Elise Mackanych | Apr 11, 2025 Charles Schwab has released its new alternatives investment platform, Schwab Alternative Investments Select, which is available to all eligible clients with more than $5 million in household assets.
Ares Industrial Real Estate Income Trust announces leadership changes by Andrea Zander | Apr 11, 2025 Rajat Dhanda has stepped down from the board at Ares Industrial Real Estate Income Trust, succeeded by Martin Edmondson, while Scott Recknor, head of asset management, has announced his intention to retire, reported AltsWire.
Modern Wealth adds $1b in AUM with two new California acquisitions by Andrea Zander | Apr 11, 2025 Modern Wealth Management has acquired two California-based firms, bringing its assets under management (AUM) to more than $7 billion.
State Street Global Advisors launches Retirement IndexPlus Strategy by Elise Mackanych | Apr 11, 2025 State Street Global Advisors has launched its State Street Retirement IndexPlus Strategy, which will provide access to public and private markets in a diversified strategy for defined contribution plans.
Waverly Advisors acquires Fiduciary Wealth Advisors by Released | Apr 11, 2025 Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Fiduciary Wealth Advisors (FWA), a wealth management firm located in Sarasota, Fla.
The Knight Foundation establishes in-house investment office with leadership hires by Released | Apr 10, 2025 The John S. and James L. Knight Foundation has brought investment management and operations in-house, and has announced the appointment of Rebecca Carland as chief investment officer and Shanna Charles as director of investment operations.
New England Private Wealth Advisors acquired by Aspen Standard Wealth for $2.9b by Elise Mackanych | Apr 10, 2025 Aspen Standard Wealth, a registered investment adviser (RIA) acquirer, announced that it has acquired New England Private Wealth Advisors (NEPWA).
JPMorgan’s Campbell Global raises $2.3b for timberland investments by Andrea Zander | Apr 10, 2025 J.P. Morgan Asset Management has held a close for its Campbell Global’s Forest & Climate Solutions Fund II at $1.5 billion, exceeding its fundraising target.
Janus Henderson partners with Guardian to oversee $45b portfolio by Released | Apr 10, 2025 The Guardian Life Insurance Company of America, one of America’s largest life insurers and a provider of employee benefits, and Janus Henderson Group, a global asset manager, has announced a partnership, whereby Janus Henderson will become Guardian’s investment-grade public fixed income asset manager.
Markets Group releases 2025 Elite Private Wealth List of CIOs by Elise Mackanych | Apr 10, 2025 Markets Group has released its 2025 Elite Private Wealth List with CIOs from independent registered investment advisers (RIAs) in North America.
Senior housing demand booms as new developments lag by Elise Mackanych | Apr 9, 2025 Senior housing demand has reached an all-time high, according to the National Investment Center for Seniors Housing & Care (NIC).
LPL Financial Holdings expands advisory services with First Horizon Bank by Released | Apr 9, 2025 LPL Financial Holdings has announced an agreement with First Horizon Bank, the banking subsidiary of First Horizon Corp., to expand its wealth management capabilities and solutions by transitioning support of the broker-dealer and investment advisory services of First Horizon Advisors to LPL and its Institution Services platform.
