Angeles Family Office appoints Kate Flume as senior managing director, expands Dallas presence by Released | Mar 4, 2026 Angeles Family Office (AFO), the family office affiliate of Angeles Wealth Management, designed to serve families with complex, large-scale wealth, has announced the appointment of Kate Flume as senior managing director.
Wealth Enhancement announces acquisition of The H Group and affiliated wealth management practice by Released | Mar 4, 2026 Wealth Enhancement, a national independent wealth management firm, has announced it has acquired The H Group and its affiliated practice, FocusPoint Solutions, which collectively oversee more than $6.7 billion in client assets.
Massachusetts-based Heritage Financial joins Savant Wealth Management by Released | Mar 4, 2026 Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced it has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn and Rockland, Mass.
J.P. Morgan Asset Management grows private wealth alternatives with senior hires by Released | Mar 4, 2026 J.P. Morgan Asset Management has announced the appointment of Stephanie Davis as head of private wealth alternatives, leading an increased focus on serving financial advisors across the United States.
SPONSORED: Redwood Investment Management – Opening the private real estate debt market to individual investors by Sheila Hopkins | Mar 3, 2026 In a sponsored interview published in the March issue of Real Assets Adviser, Steve Kirschner, senior vice president – National Institutions at Redwood Investment Management, explains how the firm is working to make private real estate debt available to individual investors by focusing on managing risks before thinking about returns.
SPONSORED: Accordant – Key considerations in allocating to private markets in model portfolios by Sheila Hopkins | Mar 3, 2026 As the investment landscape evolves, financial advisers and portfolio managers are increasingly integrating private market strategies — such as private real estate, private credit and private equity — into model portfolios. However, this is easier said than done.
Inland appoints Michael Collins as head of global wealth by Released | Mar 3, 2026 The Inland Real Estate Group, a commercial real estate investment, finance and operating group, has announced Michael Collins will serve as head of global wealth of Inland Securities Corporation (ISC).
Cerity Partners announces merger with Edge Financial Advisors by Released | Mar 3, 2026 Cerity Partners has announced its merger with Edge Financial Advisors, an independent wealth management firm based in Wheaton, Ill..
Wealthspire launches an enhanced family office for complex, multi-generational families by Released | Mar 3, 2026 Wealthspire, an independent wealth management, retirement advisory and business management firm with nearly $600 billion in assets under management or advisement, has announced the launch of Wealthspire Family Office, the next phase in the firm’s strategic evolution following its capital restructuring and integration initiatives last fall.
Madison Capital Group strengthens Southern region distribution with addition of Archie Hughes as executive vice president by Released | Mar 3, 2026 Madison Capital Group, a Charlotte-based real estate investment firm, has announced that industry veteran Archie Hughes has joined the firm as executive vice president to lead distribution efforts in Texas, New Mexico, Oklahoma, Arkansas and Louisiana.
Sonali Patel joins Prime Capital Financial by Released | Mar 3, 2026 Prime Capital Financial continues its expansion with the addition of Sonali Patel, a San Antonio-based financial adviser with more than a decade of experience guiding clients in building, preserving and transferring wealth.
Secure Properties launches Delaware statutory trust platform with first DST acquisition by Released | Mar 2, 2026 Secure Properties, a national real estate investment firm focused on net lease assets, has announced the launch of Secure Real Estate Exchange, its new Delaware statutory trust (DST) platform designed to provide accredited investors with tax-deferred real estate investment solutions.
Power availability becoming key driver of commercial real estate value by Released | Mar 2, 2026 Energy availability and security is fast becoming a defining factor in commercial real estate decision-making, with critical implications for project viability, property values and building performance.
CPP Investments, Equinix to acquire atNorth for $4b by Released | Mar 2, 2026 Canada Pension Plan Investment Board (CPP Investments) and Equinix have entered into a joint agreement to purchase atNorth, a Nordic high-density colocation and built-to-suit data center provider, from Partners Group.
Alternative investment fundraising presents a slow start to 2026 by Released | Mar 2, 2026 Alternative investment fundraising has dropped by 27 percent from December 2025, to $14.1 billion, according to research by Robert A. Stanger and Co.
