Concorde Investment Services announces adoption of AltsIllustrator, an analytics platform for alternative investments by Released | Jan 8, 2026 Concorde Investment Services, an independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, has announced the firmwide adoption of AltsIllustrator, an innovative analytics and comparison platform developed by two financial advisers within the Concorde system.
CapWealth promotes Drew O’Connor to director of research by Released | Jan 7, 2026 CapWealth, a $2 billion RIA, has announced the promotion of Drew O’Connor to director of research.
Lazard Asset Management appoints Eric Van Norstrand as CIO by Released | Jan 7, 2026 Lazard Asset Management (LAM) has announced that Eric Van Nostrand has been appointed chief investment officer (CIO), a newly created role established to strengthen the cohesion, discipline and effectiveness of LAM’s global investment platform.
EP Wealth Advisors continues Arizona expansion with acquisition of Capital Insight Partners by Released | Jan 7, 2026 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with Capital Insight Partners (CIP), a Scottsdale, Ariz.–based wealth management firm with more than $730 million in assets under management (AUM).
Bailard Real Estate completes leadership transition by Released | Jan 7, 2026 Bailard has announced that Tess Gruenstein and James Pinkerton have assumed co-head roles for Bailard’s real estate team, succeeding Preston Sargent who retired as president and CEO of the Bailard Real Estate Fund (BREF) at year-end.
ExchangeRight fully subscribes $55.9m Net-Leased Portfolio 71 DST by Released | Jan 7, 2026 ExchangeRight, a provider of diversified REITs and Delaware statutory trust (DST) investments, has announced the full subscription of Net-Leased Portfolio 71 DST.
Granite Harbor Capital announces launch of Mariner Fund I, its first private markets opportunity fund by Released | Jan 6, 2026 Granite Harbor Capital, the private markets and alternative investments focus of Granite Harbor Companies, has announced the launch of Mariner Fund I, a new private markets opportunity fund designed to give qualified investors direct access to institutional-quality private equity, real estate and private credit opportunities.
AllianceBernstein announces Onur Erzan as president by Released | Jan 6, 2026 AllianceBernstein Holding and AllianceBernstein (AB), a leading global investment management firm and a subsidiary of Equitable Holdings, have announced that Onur Erzan has been appointed president of AB, effective Jan. 5, 2026.
Steward Partners announces a new board chairman as Keith Taylor assumes leadership role by Released | Jan 6, 2026 Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, has announced that Keith Taylor — long-standing board of directors member and managing director at The Cynosure Group — has been appointed chairman of the board, effective at year-end. Taylor succeeds Michael McMahon, who is retiring from his formal role as chairman.
Bernicke Wealth Management opens new office in Wisconsin by Released | Jan 6, 2026 Bernicke Wealth Management, an independent wealth management firm, is expanding its presence with the opening of a new office in the Park Place at Packerland building in De Pere, Wis.
Vantage Data Centers and Liberty Energy forge strategic data center partnership by Released | Jan 6, 2026 Vantage Data Centers and Liberty Energy, a provider of innovative energy services and technologies, have forged a strategic partnership to develop and deliver utility-scale, high-efficiency power solutions for Vantage’s expanding portfolio in North America.
Greenwood Star Income & Growth Trust becomes available on iCapital Marketplace by Released | Jan 5, 2026 Greenwood Star Holdings has announced that Greenwood Star Income & Growth Trust (GSREIT) is now available on iCapital Marketplace.
U.S. equity REITs see slight increase in average short interests in November by Elise Mackanych | Jan 5, 2026 The average short interest for U.S. equity REITs increased by 4.5 percent in November, according to S&P Global Market Intelligence. This marks a rise of 26 basis points from the month prior.
CPP Investments, Goodman launch $9.4b European data center partnership by Andrea Zander | Jan 5, 2026 Canada Pension Plan Investment Board (CPP Investments) has signed an agreement to establish a A$14 billion (€8 billion/$9.38 billion) European data center partnership with Goodman Group.
Physical retail outperforms other U.K. property in 2025 by Released | Jan 5, 2026 U.K. retail property has firmly re-established itself as a core real estate investment sector, with Knight Frank research showing it has outperformed all traditional property classes in 2025 and is forecast to deliver total returns of approximately 9.5 percent in 2026, as improving occupational fundamentals and stabilizing pricing drive renewed investor confidence.
