Allied Properties REIT appoints CFO by Released | Jul 31, 2026 Allied Properties Real Estate Investment Trust has named Craig MacIntyre senior vice president and CFO. MacIntyre will succeed Nanthini Mahalingam, who will remain in place during a transition period to support continuity.
Private markets set to add $2t in adviser-intermediated assets throughout next five years by Released | Jul 31, 2026 Private market solutions are at an early stage of adoption with meaningful tailwinds.
Carson Group welcomes Doyle and Loughman Wealth Management to integrated community by Released | Jul 31, 2026 Carson Group, a wealth advisory firm with more than $60 billion in assets under management (AUM), has announced a new partnership with Doyle and Loughman Wealth Management.
Wealth Enhancement to acquire Cloud Investments, an independent RIA with more than $462m in client assets by Released | Jul 31, 2026 Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, has announced it will acquire the investment advisory business of Cloud Investments, an independent RIA with three offices in Huntsville, Florence, and Gadsden, Ala.
IPA urges SEC to complete national framework for registered offerings by Released | Jul 31, 2026 The Institute for Portfolio Alternatives (IPA) has filed a comment letter urging the Securities and Exchange Commission (SEC) to adopt its Registered Offering Reform proposal and establish a consistent national review process for all SEC-registered public offerings.
Hamilton Lane serves as sole lead investor in Cynosure Partners’ single-asset continuation vehicle by Released | Jul 30, 2026 Hamilton Lane, a global private markets firm and Cynosure Partners, The Cynosure Group’s direct investments business, have announced the closing of a single-asset continuation vehicle for Savant Capital Holdings.
Argosy Real Estate Partners acquires IOS property in Leander, Texas by Released | Jul 30, 2026 Argosy Real Estate Partners has closed on the acquisition of 904 Leander Drive, a 3.3-acre industrial outdoor storage (IOS) property improved with an 8,940 square foot building located in Leander, Texas, near Austin.
Fed holds rates steady amid persistent inflation by Andrea Zander | Jul 30, 2026 The Federal Reserve has maintained the federal funds rate at a target range of 3.5 percent to 3.75 percent, leaving its benchmark rate unchanged for a fifth consecutive meeting.
Pantheon closes its largest-ever co-investment program at $3.2b by Released | Jul 30, 2026 Pantheon, a global private markets investor with approximately $84 billion in assets under management, has announced the final close of the Pantheon Global Co-Investment Opportunities Fund VI (PGCO VI) and related vehicles.
NAREIM appoints Andy Walburger as CEO by Released | Jul 30, 2026 NAREIM (National Association of Real Estate Investment Managers) has announced the appointment of Andy Walburger as CEO.
Juniper Square launches new AI-powered fund admin oversight agent for GPs by Released | Jul 30, 2026 Juniper Square has announced its new Admin Oversight Agent, Fay. In June, Juniper Square introduced Headless GPX and opened its fund operating system to any AI a GP chooses to use.
Cresset expands Santa Barbara, Calif., office with hire of $600m adviser Cory Boggs by Released | Jul 29, 2026 Cresset has announced that it is expanding its office in Santa Barbara, Calif., with the hire of Cory Boggs as managing director, wealth adviser.
VanEck Partners with Allocate to expand private markets access for the wealth channel by Released | Jul 29, 2026 Allocate, a private markets operating system for wealth advisory firms and fund managers, has announced a partnership with VanEck to expand access to private market strategies across the wealth channel.
CAIS welcomes New Strategic Investors, valuing the company at more than $2b by Released | Jul 29, 2026 CAIS, an alternative investment platform for independent financial advisers, has announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein, funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada (RBC).
Bloomberg to acquire Canoe Intelligence, taking a defining step in its mission to transform private markets investing by Released | Jul 29, 2026 Bloomberg announced it has entered into a definitive agreement to acquire Canoe Intelligence, an AI-powered data management and intelligence platform for automating private markets data collection and delivery.
