Certuity announces four hires to support growth and technology initiatives by Released | Feb 6, 2026 Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced four strategic additions to its team.
Prospera Financial Services names Paul Keeton CIO by Released | Feb 6, 2026 Prospera Financial Services, a boutique wealth management firm supporting a nationwide network of independent advisers, has announced that Paul Keeton has been promoted to CIO.
Clarity is kind; confusion costs: In praise of NCREIF and PREA’s new closed-end fund reporting standards by Geoffrey Dohrmann | Feb 6, 2026 Real estate private markets have never been more sophisticated, more global or more central to institutional portfolios than they are today. Yet for all their growth and maturity, the private markets still struggles with something remarkably basic: clarity. In an environment where billions of dollars hinge on performance reporting, valuation practices, and investor communication, the absence of shared standards creates friction, confusion, and unnecessary cost.
EP Wealth Advisors continues Southwest expansion with acquisition of LongView Asset Management by Released | Feb 5, 2026 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with LongView Asset Management. The Santa Fe–based firm expands EP Wealth’s presence in the region, adding more than $390 million in assets under management (AUM).
Huntington Bank Selects Ameriprise Financial as its New Retail Investment Program Provider by Released | Feb 5, 2026 The Huntington National Bank, a wholly owned subsidiary of Huntington Bancshares, and Ameriprise Financial have announced that Huntington has selected Ameriprise Financial Services as its new retail investment program provider.
CAPTRUST Financial Advisors has announced that Meritage Portfolio Management in Kansas City has joined the firm by Released | Feb 5, 2026 Meritage provides wealth management services to high-net-worth individuals, as well as retirement plan and endowment and foundation investment management. Led by president and co-CIO Mark Eveans and principal Jim Klein, Meritage has $2.4 billion in client assets and brings 17 new colleagues to CAPTRUST, including nine advisers.
Brookfield Asset Management announces record 2025 results and 15% dividend increase by Elise Mackanych | Feb 5, 2026 Brookfield Asset Management, a global alternative asset manager headquartered in New York City with more than $1 trillion of assets under management, has announced record financial results for the quarter ended Dec. 31, 2025; the strongest results since listing.
The Super Bowl LX outlook: Real Assets Adviser editorial advisory board picks the Super Bowl winner by Elise Mackanych | Feb 5, 2026 As Super Bowl LX approaches, we’re setting aside market outlooks and capital cycles to focus on a different kind of forecasting — just for the weekend.
CAZ Investments announces launch of the CAZ GP Stakes Fund by Released | Feb 4, 2026 CAZ Investments, a private equity allocator with more than $11 billion in assets under management and a global network of 8,700 investors across 50 states and 41 countries, has announced the official launch of the CAZ GP Stakes Fund, a registered interval fund designed to make GP stakes broadly accessible to investors.
Clearstead Advisors announces acquisition of the Clarius Group by Released | Feb 4, 2026 Clearstead Advisors, a registered investment adviser (RIA), has announced the acquisition of The Clarius Group, a Seattle-based multi-family office RIA serving ultra-high-net-worth individuals and families.
Team behind SecondaryLink launches market intelligence platform dedicated to semi-liquid evergreen funds by Released | Feb 4, 2026 Institutional Link Inc., the team behind SecondaryLink, has announced the launch of EvergreenLink, a standalone intelligence platform built to bring structure, transparency, and comparability to the rapidly expanding universe of registered, semi-liquid evergreen investment funds.
Beacon Pointe Advisors welcomes three teams to its national platform by Released | Feb 4, 2026 Beacon Pointe Advisors introduces three recent registered investment adviser (RIA) acquisitions, resulting in approximately $62 billion in total firm assets under advisement.
Yardi Matrix revises 2026-2028 U.S. multifamily completions forecast upward by Released | Feb 4, 2026 Continued resilience in new construction starts has prompted Yardi Matrix to increase its forecast for U.S. multifamily completions in 2026, 2027 and 2028.
Vanguard to deliver more than half a billion in expected savings to investors since 2025 by Released | Feb 3, 2026 Vanguard has lowered expense ratios for 84 mutual fund and exchange-traded share classes across 53 funds, amounting to nearly $250 million in fee reductions in 2026.
Artis and RFA Capital complete merger transaction by Released | Feb 3, 2026 Artis Real Estate Investment Trust and RFA Financial have announced the successful completion of their combination by way of a statutory plan of arrangement under the Business Corporations Act and The Trustee Act, pursuant to which RFA acquired all of the outstanding common units, Series E preferred units and Series I preferred units of Artis.
