CW Advisors adds two Pennsylvania RIAs by Released | Sep 3, 2025 CW Advisors (CWA), a registered investment adviser (RIA) headquartered in Boston, announced it has acquired Capital Management Services (CMS) and CHB Investment Group.
Corient expands globally with addition of Stonehage Fleming and Stanhope Capital Group by Released | Sep 3, 2025 Corient, a wealth adviser, has announced the addition of Stonehage Fleming, a multi-family office, and Stanhope Capital Group, a European independent wealth management and advisory firms.
Blue Owl launches Alternative Credit Fund by Elise Mackanych | Sep 3, 2025 Blue Owl has launched its Alternative Credit Fund, an interval fund to offer investors enhanced liquidity options, according to AltsWire.
iCapital appoints Drew Carrington to lead alternatives in retirement portfolios strategy by Released | Sep 2, 2025 iCapital, a global fintech platform, has announced the appointment of Drew Carrington as managing director, alternatives in retirement portfolios.
SIMA urges reform of Canada’s retirement-savings framework by Released | Sep 2, 2025 Canada’s affordability crisis is making it increasingly difficult for many Canadians to save for retirement. In addition, public policy does not reflect today’s pension realities.
Nontraded REIT redemptions outpace equity in Q2 2025 by Elise Mackanych | Sep 2, 2025 Public nontraded REITs have experienced an overall decrease in redemptions in second quarter 2025 compared with the prior quarter.
WealthForge appoints Lora Sekosky Smith as director of IBD Distribution Service by Elise Mackanych | Sep 2, 2025 WealthForge has appointed Lora Sekosky Smith as director of IBD Distribution Service, which went into effect May 2025.
$10b-plus of AI data center infrastructure investment planned in New York market by Andrea Zander | Sep 2, 2025 More than $10 billion of AI data center infrastructure is planned in the New York data center market by 2030, according to JLL. But the state is under competitive pressure, as adjacent states have been very active recently.
Axxes Capital partners with Greywolf Capital to launch Axxes Opportunistic Credit Fund by Released | Aug 28, 2025 Axxes Capital, a private markets investment firm, has announced the launch of the Axxes Opportunistic Credit Fund, an SEC-registered interval fund designed to offer investors exposure to opportunistic credit including stressed/distressed, special situations, structured credit and hard assets.
Hamilton Point Investments launches $225m HPI Real Estate Fund XV by Elise Mackanych | Aug 28, 2025 Hamilton Point Investments has announced the launch of HPI Real Estate Fund XV, which is seeking to raise nearly $225 million.
Alternative investments now available in unified managed accounts at Wells Fargo by Released | Aug 28, 2025 Wells Fargo’s Wealth and Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (UMA) program.
MAI Capital Management partners with Evoke Advisors by Released | Aug 28, 2025 MAI Capital Management, a registered investment adviser (RIA) has announced it has strategically partnered with Evoke Advisors, a Los Angeles–based RIA.
True North Advisors appoints Jeff Welday as development officer, alternative investments by Released | Aug 28, 2025 True North Advisors, a founder-led registered investment adviser (RIA), serving business owners, entrepreneurs and families with wealth planning, investment management, and transaction advisory services, has announced the appointment of Jeff Welday as chief development officer, alternative investments.
Nearly half of retirement plan participants would invest in private assets, finds Schroders by Released | Aug 26, 2025 According to the Schroders 2025 U.S. Retirement Survey, 45 percent of investors participating in 401(k), 403(b) or 457 workplace retirement savings plans say they would invest in private equity and private debt investments if their plan provided access to these assets — up from 36 percent in 2024.
Andersen adds Thomas Quek and Manny Trelles as managing directors by Released | Aug 26, 2025 Andersen has appointed Thomas Quek and Manny Trelles as managing directors, enhancing the firm’s real estate capabilities across its tax and transaction advisory practices.
