Strategic Storage Trust VI, Strategic Storage Growth Trust III to combine in all-stock merger by Released | Jul 15, 2026 Strategic Storage Trust VI (SST VI), a publicly registered nonlisted real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT, and Strategic Storage Growth Trust III (SSGT III), a private REIT also sponsored by an affiliate of SmartStop, have entered into a definitive agreement and plan of merger by which SST VI will acquire SSGT III in an all-stock transaction. The transaction brings together two SmartStop-sponsored REITs, and the combined company is expected to have a total asset value of approximately $1.2 billion.
PennantPark joins the CAIS Platform by Released | Jul 15, 2026 PennantPark has joined the CAIS platform.
Future Standard appoints Edwin Conway as CEO by Released | Jul 15, 2026 Future Standard has appointed Edwin Conway, former BlackRock and Blackstone senior executive with over 30 years of experience, as CEO. Co-founder Michael Forman will transition to full-time executive chairman.
Regions Bank names Thom Smith as private wealth regional executive for Georgia, Carolinas by Released | Jul 15, 2026 Thom Smith has joined Regions Bank to serve as Regions’ private wealth management regional executive for Georgia, North Carolina and South Carolina.
NexPoint launches Lodging II DST Offering by Released | Jul 15, 2026 NexPoint has launched NexPoint Lodging II DST.
Modera Wealth Management names CIO, COO by Released | Jul 15, 2026 Modera Wealth Management has named Gaurav Mallik as CIO and Shelly Kapoor as COO.
DC Plan sponsors see opportunity in alternatives by Released | Jul 15, 2026 Alternative investments — historically the domain of high-net-worth and institutional investors — are quickly garnering attention in the defined contribution (DC) retirement plan market.
LPL Financial welcomes HighWater Wealth to Quotient Advisor Partners by Released | Jul 15, 2026 The advisers of HighWater Wealth have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform.
95% of advisers surveyed are now using alternative investments in client portfolios by Released | Jul 15, 2026 The results of a new survey released today indicate broad adoption of alternative investments within client portfolios, a widespread implementation trend being driven by advisors and clients alike. T
Williams announces $5.34b investment in power innovation JV from Blackstone by Released | Jul 14, 2026 Williams has signed an agreement led by funds managed by Blackstone Credit & Insurance, in partnership with Apollo and insurance vehicles and accounts managed by KKR, to support the development of its five announced behind-the-meter Power Innovation projects.
Caprock announces acquisition of Venturi Private Wealth by Released | Jul 14, 2026 Caprock has acquired Venturi Private Wealth, an Austin-based independent wealth management firm with approximately $4 billion in assets under management.
J.P. Morgan Asset Management survey finds plan participants want an ‘easy button,’ more retirement income support by Released | Jul 14, 2026 J.P. Morgan Asset Management has released its 2026 Defined Contribution (DC) Plan Participant Survey Findings.
Nuveen, CalSTRS form $2b strategic partnership to finance sustainable infrastructure investments by Released | Jul 14, 2026 Nuveen has formed a strategic partnership with the California State Teachers’ Retirement System.
Milhaus to acquire Broadshore Capital Partners by Released | Jul 14, 2026 Milhaus and SRG Residential have completed their merger, forming a national, vertically integrated multifamily platform focused on developing, owning and managing apartment communities in more than 20 top U.S. apartment markets.
Focus Financial Network expands to East Coast with Jennifer McDonald by Released | Jul 13, 2026 Focus Financial Network, a $9.5 billion Registered Investment Advisor (RIA), has plans to expand into the Mid-Atlantic with its first East Coast office in Winchester, Va.
