Walker & Dunlop Investment Partners deploys $136m for Fund VII by Kali Arevalo | Oct 2, 2026 Walker & Dunlop Investment Partners (WDIP) has fully invested its Fund VII, having deployed a total of $135.8 million across 16 multifamily and industrial investments throughout the United States.
Ardian launches evergreen infrastructure ELTIF for qualified investors by Kali Arevalo | Oct 2, 2026 Ardian has launched a new evergreen fund, Ardian Access Infrastructure ELTIF (AAI ELTIF), to broaden access to private infrastructure for eligible investors in Europe.
Wealth Enhancement expands family office capabilities by Released | Oct 1, 2026 Wealth Enhancement is expanding its ultra-high-net-worth and family office capabilities through Reserve by Wealth Enhancement and a new partnership with RWA Wealth Partners, one of the largest woman-led registered investment advisers in the nation.
Northwestern Mutual launches family office services, enabling firms to comprehensively serve ultra-high-net-worth clients by Released | Sep 29, 2026 Northwestern Mutual is announcing Family Office Services, a new integrated offering designed to serve select clients with more coordinated, multigenerational financial planning.
DTCC and iCapital collaborate to advance private market infrastructure, expand access and support the industry’s next phase of growth and scale by Released | Sep 28, 2026 The Depository Trust & Clearing Corp. (DTCC), the post-trade market infrastructure for the global financial services industry, and iCapital, a global fintech company shaping the future of investing, have announced a strategic collaboration to advance the infrastructure supporting private markets.
Merrill launches new services to support portfolio transitions and systematic cash investing by Released | Sep 17, 2026 Merrill has announced the launch of Tax Efficient Transition Service (TET) and Dollar Cost Averaging Service (DCA), new services that combine automation with professional portfolio oversight to help clients simplify asset transitions and cash deployment into managed or custom managed investment strategies in the Merrill Lynch Investment Advisory Program (IAP).
Charles Schwab and Anthropic to bring Claude to independent registered investment advisers by Released | Sep 16, 2026 Schwab Advisor Services, Charles Schwab’s business supporting the growth and success of independent registered investment advisers (RIAs), has announced it is working with Anthropic to bring Claude for Financial Advisors, Anthropic’s new offering, directly to the 16,000-plus independent RIAs Schwab serves.
Morningstar launches Game On, helping investors make sense of the public-private market reality by Released | Sep 16, 2026 Morningstar, a provider of independent investing insights, has launched Game On, a U.S. brand campaign about a complex challenge facing investors: Public and private markets are blurring, putting a premium on clarity across both.
AlphaCore Wealth Advisory launches a separate family office affiliate with the addition of Streamline Family Office by Released | Sep 16, 2026 AlphaCore Wealth Advisory, an independent wealth advisory firm, has announced the launch of AlphaCore Streamline, a dedicated family office affiliate formed through the acquisition of Streamline Family Office.
Great Gray Trust Company selects iCapital to expand private markets solutions for defined contribution investing by Released | Sep 15, 2026 Great Gray Trust Company, a provider of collective investment trusts (CITs) and retirement solutions, has announced that it has selected iCapital, a global fintech company, as its preferred partner for private markets manager evaluation, due diligence and portfolio construction.
Hines Rialto Credit Partners closes $1.1b U.S. office credit strategy by Released | Sep 15, 2026 Hines has held the final close of Hines Rialto Credit Partners, a co-general partnership focused on U.S. office credit investments, with $1.1 billion in investor commitments. The close represents a significant milestone for the partnership and reflects investor demand for real estate credit strategies backed by specialized asset-level underwriting and deep market expertise.
Arlington expands to Dallas, bringing its multi-family office model to Texas by Released | Sep 14, 2026 Arlington, an independent multi-family office providing multidisciplinary services to selected ultra-high-net-worth families, has announced it will open a Texas office at the historic Old Parkland campus in Dallas.
Trademark and Harrison Street Asset Management announce investment in Shivers Farm mixed-use development by Released | Sep 9, 2026 Trademark Property Company, a mixed-use investor, developer and operator, and Harrison Street Asset Management, an alternative global investment management firm with approximately $109 billion in assets under management, have announced a joint investment in Shivers Farm, a 40-acre mixed-use community anchored by Whole Foods Market in Southlake, Texas.
U.S. Bank introduces Private Waterfall Engine to automate alternative fund calculations by Released | Sep 8, 2026 U.S. Bank has announced the launch of its Private Waterfall Engine, an automated fund waterfall administration platform designed to support private markets funds.
SEC considers increasing retail exposure to private markets by Elise Mackanych | Sep 4, 2026 The U.S. Securities and Exchange Commission (SEC) is considering a rule to increase retail exposure to private markets, according to a review from Aug. 31.
