Financial advisers are increasingly including private credit in portfolios by Elise Mackanych | Apr 2, 2025 Financial advisers are looking to private credit as a valuable option in increasing diversification, according to Blackstone’s quarterly Advisor Pulse survey.
Contributors from Constellation Sports Council join MAI Capital Management by Released | Apr 2, 2025 MAI Capital Management, a registered investment advisory (RIA) firm focused on empowering clients to simplify, protect and grow their wealth, has announced the addition of key contributors from Cincinnati-based Constellation Sports Council (CSC), a privately held wealth management firm serving professional athletes.
Industry veterans co-found private wealth investing channel, PeakAlts by Elise Mackanych | Apr 2, 2025 Peak Altitude Partners (PeakAlts) is a newly launched service that aims to provide registered investment advisers (RIAs), family offices, multi-family offices and endowments with private market investment options.
Jason Roland joins ExchangeRight as senior vice president by Released | Apr 2, 2025 ExchangeRight, a provider of diversified real estate DST and REIT investments, has announced the appointment of Jason Roland as senior vice president of the mid-Atlantic region.
Chad W. Phillips appointed as global head of Nuveen Real Estate by Released | Apr 1, 2025 Chad W. Phillips will serve as global head of Nuveen Real Estate, effective immediately, as the firm activates long-standing succession plans following Chris McGibbon’s decision to retire after nearly 25 years of service.
Starboard Realty Advisors appoints Dan De Leon as president and COO by Elise Mackanych | Apr 1, 2025 Starboard Realty Advisors, a real estate investment firm, has announced changes to its executive leadership structure, in efforts to enhance efficiency and strategic direction.
CEO of BlackRock pledges expanding access to private markets by Elise Mackanych | Apr 1, 2025 Larry Fink, CEO of BlackRock, has pledged to expand access to private markets to individual investors, not only high-net-worth investors, according to his annual chairman’s letter.
Wellington Management appoints Christina Kopec Rooney as head of U.S. wealth by Released | Apr 1, 2025 Wellington Management, an independent investment management firm, has hired Christina Kopec Rooney as the head of U.S. wealth, based in New York City.
Caliber launches a 1031 exchange program by Released | Apr 1, 2025 Caliber, a real estate investor, developer and manager, has announced the launch of the Caliber 1031 Exchange, a full-service program that offers accredited investors access to highly curated real estate investment opportunities, enabling them to defer taxes while diversifying their portfolios.
SPONSORED: Mick Law — 2024 year-end oil & gas report, a new beginning by Sheila Hopkins | Apr 1, 2025 In a sponsored report published in the April issue of Real Assets Adviser, Bradford Updike, director at Mick Law, presents an overview of the oil and gas market, including a chart of 2024 investments, as well as cautiously optimistic forecasts of future trends.
Rockefeller hires Merrill, UBS teams with $1.2b combined by Andrea Zander | Mar 31, 2025 Rockefeller Global Family Office has hired two teams that managed $1.2 billion combined in client assets at Merrill Lynch and UBS Wealth Management USA, according to Advisor Hub, citing a source familiar with the moves.
LPL Financial to acquire Commonwealth Financial Network by Andrea Zander | Mar 31, 2025 LPL Financial Holdings has entered into a definitive purchase agreement to acquire Commonwealth Financial Network.
Wealth Enhancement acquires XO Wealth Management by Released | Mar 31, 2025 Wealth Enhancement, a national independent wealth management firm, has announced the acquisition of XO Wealth Management, an independent RIA in Dallas
Canadian alternative funds see updated risk rating guidelines from AIMA and CAIA by Elise Mackanych | Mar 31, 2025 The Alternative Investment Management Association (AIMA) and Chartered Investment Analyst Association (CAIA) have released an updated risk rating system for alternative funds in Canada, according to a report by AIMA.
LPL Financial discusses acquiring Commonwealth Financial by Elise Mackanych | Mar 31, 2025 LPL Financial has held preliminary discussions to acquire Commonwealth Financial Network.
