ExchangeRight’s income REIT strategy now available on iCapital Marketplace by Released | Sep 8, 2025 ExchangeRight has announced that its income REIT strategy is now live and available on the iCapital Marketplace, a fintech platform for alternative investments.
U.S. job growth shows little change in August by Andrea Zander | Sep 8, 2025 U.S. job growth was minimal in August, with nonfarm payrolls increasing by 22,000, the Bureau of Labor Statistics (BLS) reported.
Retail sector sees first major pullback since pandemic by Andrea Zander | Sep 8, 2025 After four years of steady tenant demand, the retail sector hit a turning point in the first half of 2025, according to Marcus & Millichap.
Merrill Wealth Management and Bank of America Private Bank launch alternative investments program to UHNW clients by Released | Sep 5, 2025 Merrill Wealth Management and Bank of America Private Bank have announced the launch of the Alts Expanded Access Program, a new private market program available to ultra-high-net-worth (UHNW) clients with a net worth of $50 million or more.
Northern Trust appoints Michael Hunstad as president of asset management business by Released | Sep 5, 2025 Northern Trust has announced that Michael Hunstad has been appointed as president of Northern Trust Asset Management (NTAM), effective immediately, replacing Daniel Gamba.
Launny Steffans joins Stifel as vice chairman of asset management by Released | Sep 5, 2025 Stifel Financial has announced that Launny Steffens, a veteran financial services leader credited with helping build Merrill Lynch’s retail business, will join the firm as vice chairman of asset management.
Corent acquires Breed’s Hill Capital by Released | Sep 5, 2025 Corient, a wealth management firms, has announced it has acquired Breed’s Hill Capital, a Boston-based multi-family office with approximately $3.5 billion in assets under management.
Citi Wealth selects BlackRock for new portfolio offerings by Released | Sep 4, 2025 Citi Wealth has announced the selection of BlackRock to create a new portfolio offering for its clients — Citi Portfolio Solutions powered by BlackRock.
SPONSORED: Accordant — Introducing the NFI-ODCE Index: The benchmark for private real estate by Sheila Hopkins | Sep 4, 2025 For the first time, core private real estate has a true index fund.
SEI launches multi-strategy alternative ETF by Released | Sep 4, 2025 SEI has announced the launch of the SEI DBi Multi-Strategy Alternative exchange-traded fund (ETF), following the reorganization of the SIMT Liquid Alternative Fund to an ETF.
Morningstar publishes first medalist ratings for semiliquid funds by Released | Sep 4, 2025 Morningstar, a provider of independent investment insights, has published its first-ever Morningstar Medalist Ratings for Semiliquid Funds
Canterbury Capital Wealth Management announces launch of fully independent RIA by Released | Sep 4, 2025 Veteran financial adviser Blake Butler has announced the launch of Canterbury Capital Wealth Management, an independent registered investment adviser (RIA), which will serve clients in all aspects of their financial lives, from investments and insurance to tax and estate planning, providing integrated advice coupled with execution.
Hamilton Lane launches global private secondary fund by Released | Sep 4, 2025 Private markets investment firm, Hamilton Lane, has announced the launch of the Hamilton Lane Global Private Secondary Fund, an evergreen investment vehicle focused on the secondary market.
Artes Capital appoints Tom Noble as COO by Released | Sep 4, 2025 Artes Capital, a private real estate lender serving sponsors throughout the western United States, has appointed Tom Noble as COO.
Former Merrill and Hightower advisors create new advisory firm, Granite Islands Private Wealth by Released | Sep 3, 2025 Granite Islands Private Wealth has announced the launch of its new independent advisory firm.
