Invesco survey finds retirement savers open to private markets and growing use of AI by Andrea Zander | Jan 12, 2026 Invesco has released its Winter 2026 Defined Contribution Participant Pulse Survey, which explores retirement savers’ views on alternative investments and artificial intelligence.
Heron Finance expands alternative investments platform by Released | Jan 9, 2026 Heron Finance has announced the official launch of its private infrastructure investing strategy, giving accredited individual investors and family offices streamlined access to five experienced fund managers and global diversification from more than 1,000 private infrastructure assets.
Cerity Partners announces merger with Austin Private Wealth by Released | Jan 9, 2026 Cerity Partners, a independent wealth management firm, has announced that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin.
IEQ Capital names Colin Mark-Griffin, Jeff Sawin and Jeremy Wenner as partners by Released | Jan 9, 2026 IEQ Capital, an independent wealth management firm and multi-family office overseeing $45.9 billion in regulatory assets under management (RAUM), has announced the promotion of Colin Mark-Griffin, Jeff Sawin and Jeremy Wenner to partner.
Benefit Street Partners secures $10b for flagship U.S. real estate debt strategy by Released | Jan 9, 2026 Benefit Street Partners (BSP), a credit-focused alternative asset manager, has announced the final close of BSP Real Estate Opportunistic Debt Fund II (ODF II), providing $10 billion of investable capital, inclusive of related vehicles and anticipated leverage, across $3 billion of equity commitments.
Healthpeak to launch Janus Living IPO focused on senior housing by Released | Jan 9, 2026 Healthpeak Properties has filed a confidential draft registration with the U.S. Securities and Exchange Commission (SEC) for the proposed initial public offering (IPO) of a new company, Janus Living, Inc. Janus Living will operate as a real estate investment trust (REIT) focused on senior housing.
Rusty Vanneman joins FNBO as CIO by Released | Jan 8, 2026 FNBO (First National Bank of Omaha) has announced Rusty Vanneman has been appointed the firm’s new CIO.
Mercer Advisors expands Upstate New York presence with Long Run Wealth Advisors by Released | Jan 8, 2026 Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Long Run Wealth Advisors, a Lake Placid, N.Y.–based wealth management firm with approximately $640 million in assets under management (AUM).
Griffin Capital acquires Union Berkley Riverfront Apartments in Kansas City by Released | Jan 8, 2026 Griffin Capital Co., a real estate investment manager focused on institutional rental housing investments, has announced the acquisition of Union Berkley Riverfront Apartments, a 407-unit, class A multifamily community located in Kansas City’s Berkley Riverfront district.
Fair Street Advisors joins Integrated Partners to expand high-net-worth capabilities by Released | Jan 8, 2026 Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), has announced that Fair Street Advisors has joined its platform.
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.
