Dynasty Financial Partners appoints Karim Simplis as director of private markets by Released | Nov 19, 2025 Dynasty Financial Partners has announced the appointment of Karim Simplis as director of private markets.
Cresset welcomes new $1.8b advisory team, expanding presence in Atlanta and Jackson Hole, Wyo. by Released | Nov 19, 2025 Cresset has announced that it has welcomed a seasoned wealth advisory team led by Jamie Gilbert, Jean Wright and Max Ripans.
$1.2b female-founded RIA selects Beacon Pointe Advisors by Released | Nov 19, 2025 Beacon Pointe Advisors introduces its latest acquisition of Hemington Wealth Management in Falls Church, Va., and Chicago, reinforcing its commitment to women-led leadership and client excellence.
Newbrook Capital Properties acquires 340-unit multifamily portfolio in Norfolk metro for $58.2m by Released | Nov 19, 2025 Newbrook Capital Properties, a private multifamily investment firm, has acquired a 1990s vintage two-property portfolio totaling 340 units in the Norfolk, Va., metropolitan area for $58.2 million.
MAI Capital Management continues national expansion with addition of Court Place Advisors by Released | Nov 18, 2025 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of Court Place Advisors, an Ellicott City, Md.–based RIA with $366 million in assets under management.
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.
