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.
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.
