Integrated Partners launches integrated private wealth to guide business owners through high-stakes transitions by Released | Feb 24, 2026 Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), has announced the launch of Integrated Private Wealth, a new private wealth brand purpose-built to guide business owners and their families through complex, high-stakes liquidity events and regret free transitions.
$1.2b Bard Financial Services transitions to Osaic’s Empowered Independence Channel by Released | Feb 24, 2026 Osaic, a provider of wealth management strategies, has announced that Bard Financial Services, a Branford, Conn.-based advisory firm overseeing approximately $1.2 billion in assets under management, has joined Osaic’s Empowered Independence (W-2) channel.
Madison Capital Group launches multifamily DST for a newly constructed luxury community in North Carolina by Released | Feb 24, 2026 Madison Capital Group, a vertically integrated real estate investment and development firm, has announced the launch of MCG Arden NC Multifamily DST, a Delaware Statutory Trust offering comprising Madison Long Shoals, a class A boutique multifamily community located at 10 Calm Water Drive in the Asheville, N.C., submarket of Arden.
Hampton Bluff Capital Partners launches Atlanta-based independent wealth management firm by Released | Feb 24, 2026 Elevation Point, a minority stake partner for independent advisers and breakaway firms, has announced it has made a strategic minority investment in Hampton Bluff Capital Partners, an Atlanta-based wealth management firm.
From Manhattan to Miami, and back? The new geography of multifamily investment by Desi Co | Feb 24, 2026 During the COVID-19 pandemic, millions of Americans relocated from the crowded North to the warmer, more spacious South. Remote work and rising urban housing costs drew renters and investment toward high-growth Sun Belt markets, nowhere more clearly than Florida, which became a symbol of this shift.
GFG Capital announces Tucker Donahue as CIO by Released | Feb 23, 2026 GFG Capital has announced the promotion of Tucker Donahue to the position of CIO.
Industry veteran Scott Little joins Independent Financial Group by Released | Feb 23, 2026 Independent Financial Group (IFG), a San Diego–based, privately held independent wealth management provider, has announced the addition of Scott Little as regional business development, Midwest.
Nuveen: Investors identify AI, energy transition and deglobalization as key megatrends reshaping investment strategy by Released | Feb 23, 2026 Institutional investors worldwide are recalibrating their investment approaches as three powerful megatrends — artificial intelligence, energy transition and deglobalization — reshape the global economic landscape, according to preview results from Nuveen's sixth annual EQuilibrium Global Institutional Investor Survey.
Thompson Thrift announces close of 2026 multifamily development limited partnership by Released | Feb 23, 2026 Thompson Thrift has announced the successful closing of the Thompson Thrift 2026 Multifamily Development, with more than $222 million in total capital commitments from over 350 investment partners, including accredited investors, qualified purchasers, registered investment advisers (RIAs) and select institutions.
Real estate secondary market volume hits record $20b in 2025 by Released | Feb 23, 2026 The real estate secondaries market reached a record $20.3 billion in 2025, driven by rising demand for liquidity, stabilizing valuations and improving fundamentals, according to Ares Management's report.
Morgan Stanley Wealth Management reduces fees on private shares marketplace EquityZen, broadening private markets access by Released | Feb 20, 2026 Morgan Stanley Wealth Management has announced that EquityZen, a private shares platform it acquired in January 2026, has lowered transaction fees for both investors and shareholders on its marketplace.
ExchangeRight names CFO and CIO Dave Van Steenis as president by Released | Feb 20, 2026 ExchangeRight, a provider of diversified real estate investment trusts (REITs) and Delaware statutory trust (DST) investments, has announce the formal promotion of Dave Van Steenis to president of ExchangeRight.
Meridiam announces closing of $2.6b European core infrastructure fund by Released | Feb 20, 2026 Meridiam successfully closed its Meridiam Infrastructure Europe Core Fund, a €2.2 billion ($2.6 billion) vehicle designed to support the long‑term ownership and ongoing management of its landmark European infrastructure assets.
Heitman’s Gordon Black: Global core-plus real estate emerges as a compelling entry point for long-term capital by Released | Feb 20, 2026 Global core-plus real estate is increasingly attractive for long-term investors, particularly at this stage of the market cycle.
Data center sector enters hyperdrive as Texas prepares to dethrone Virginia as global leader by Released | Feb 20, 2026 The North America data center industry has reached an inflection point, with vacancy locked at a record-low 1 percent for the second consecutive year as the sector's extraordinary expansion fundamentally redraws the industry landscape.
