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Alto expands business development leadership team

by Released | Jan 16, 2026

Alto, a self-directed IRA platform bringing private markets to individual retirement portfolios, has announced the continued expansion of its business development leadership team as institutional and enterprise demand for private markets access accelerates.

Mike Berkery joins Monday Properties as vice president

by Released | Jan 15, 2026

Monday Properties, a real estate investment firm and industry-leading developer, has announced that Mike Berkery has joined the firm as vice president of private wealth management on the strategy, capital formation and investor relations team.

Empower partners with Blackstone for private markets investments

by Released | Jan 15, 2026

Empower, a provider of retirement and wealth management solutions, has announced that Blackstone, the world’s largest alternative asset manager, has joined its private markets investment partnership program — expanding the range of private market strategies available to millions of American retirement savers.

$2.7b RIA Litman Gregory Wealth to join Beacon Pointe Advisors

by Released | Jan 14, 2026

iM Global Partner (iMGP) and Beacon Pointe Advisors have jointly announced that Litman Gregory Wealth Management, a $2.7 billion registered investment adviser headquartered in Larkspur, Calif., and Walnut Creek, Calif., with an additional office in St. Louis, Mo., has entered into a definitive agreement to join Beacon Pointe Advisors.

ITE names Danielle Hootnick as chief growth officer

by Released | Jan 14, 2026

ITE Management, an alternative asset manager focused on industrial transportation and infrastructure, has appointed Danielle Hootnick as chief growth officer, where she will oversee global business development, investor relations and other growth initiatives.

Kovits Investment Group joins Focus Partners Wealth

by Released | Jan 14, 2026

Focus Financial Partners, a fiduciary advice company comprised of independent wealth management, multi-family office and business-management services, has announced that substantially all of the business lines of Kovitz Investment Group officially joined Focus Partners Wealth, effective Jan. 1, 2026.
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