Investment consultants hold large role in the push into private markets by Elise Mackanych | Nov 18, 2025 Investment consultants have played a significant role in the recent push into private markets.
Insigneo attracts founding member of $6b Raymond James team by Released | Nov 18, 2025 Insigneo, an international wealth management firm, welcomes The Americas Financial Group, a newly formed team led by José Cabrera Sr., alongside José Cabrera Jr. and Kristina Cabrera.
Energy-ready logistics sites poised to become top global location factor in 2026, Prologis predicts by Released | Nov 18, 2025 Energy-ready logistics sites will rank among the top three global location factors as automation and manufacturing drive demand for high-capacity facilities, according to Prologis in its Bold Predictions for 2026: Supply Chain Trends to Watch.
Managing director and CIO for global credit at Pimco, Mark Kiesel, announces retirement by Released | Nov 18, 2025 Mark Kiesel, managing director and CIO for global credit at Pimco, has announced his retirement from the firm.
Sixth Street closes minority investment in the New England Patriots by Released | Nov 17, 2025 Sixth Street, a global investment firm, has closed its minority investment in the New England Patriots, the National Football League team and six-time Super Bowl champions.
The Mather Group announces partnership with Napa Wealth Management by Released | Nov 17, 2025 The Mather Group (TMG), a wealth management firm serving individuals and families nationwide, has announced its partnership with Napa Wealth Management (NWM), a Napa Valley, Calif.–based registered investment adviser (RIA) with just under $300 million in assets under management.
Brookfield and iCapital unveil Alts Allocator, an alternative investment tool by Released | Nov 17, 2025 Brookfield has announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation tool for financial advisers and their clients.
Lido Advisors to partner with Fountainhead Advisors by Released | Nov 17, 2025 Lido Advisors, a national wealth advisory firm with more than $38 billion in regulatory assets under management (AUM), has announced it will be partnering with Fountainhead Advisors, an independent wealth management firm headquartered in Warren, N.J.
United Capital Financial Advisors acquires Apexium Financial by Released | Nov 17, 2025 United Capital Financial Advisors, a registered investment adviser (RIA), has announced the acquisition of Apexium Financial, a nationwide RIA with offices located in the Northeast, Mid-Atlantic and Southwest.
Cohen & Steers promotes Daniel Noonan to head of global distribution by Released | Nov 14, 2025 Cohen & Steers has announced that Daniel Noonan, executive vice president and head of global wealth, has been promoted to head of global distribution.
First Citizens Wealth expands San Francisco Bay Area team with Lee Erby as region head by Released | Nov 14, 2025 First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, has announced the appointment of Lee Erby as Northern California market leader.
Lightstone DIRECT Launches, a new real estate investment option for HNW individuals by Released | Nov 14, 2025 Lightstone, a privately held real estate company in the United States with more than $12 billion in assets under management, has launched Lightstone DIRECT.
Greenlight Data Centers’ CEO Alex Stoewer on why data center projects stall by Andrea Zander | Nov 14, 2025 As data centers expand to meet rising demand, developers face common challenges, including power access, permitting and community engagement.
How AI is reshaping multifamily and affordable housing: Insights from Multifamily Impact Council’s Bob Simpson by Andrea Zander | Nov 14, 2025 As artificial intelligence (AI) continues to transform industries across the economy, the multifamily and affordable housing sector is beginning to explore technologies that can enhance efficiency, decision-making and impact.
Edward Jones plans largest capital raise in company history, $1.3 billion by Elise Mackanych | Nov 13, 2025 Edward Jones has set a goal of $1.25 billion to offer limited partners in the coming year, alongside its launch of a new limited partnership structure.
