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.Â
FP Alpha adds AI-powered scenario insights and agent to make forward-looking tax planning easier for advisers by Released | Sep 4, 2026 FP Alpha, an AI-powered advanced financial planning platform, has announced significant enhancements to its Tax Projector tool designed to make sophisticated, forward-looking tax planning easier and more accessible for financial advisers.
Constitution Capital launches Horizon CIT with more than $50m in initial assets, expanding private equity access for defined contribution plans by Released | Sep 2, 2026 Constitution Capital Partners, an alternative asset manager focused on private equity and private credit investments, has announced the launch of the Constitution Capital Horizon CIT, a collective investment trust designed to provide defined contribution (DC) plan participants with access to private equity.
NexPoint launches Marina II DST offering backed by two full-service marina properties by Released | Aug 31, 2026 NexPoint, a multibillion-dollar alternative investment firm, has announced the launch of NexPoint Marina II DST, a Delaware statutory trust (DST) offering.
BPI Wealth to adopt BlackRock’s Aladdin, strengthening wealth management capabilities by Released | Aug 31, 2026 BPI Wealth, the asset and wealth management arm of the Bank of the Philippine Islands (BPI), announced the selection of BlackRock’s Aladdin investment and wealth management platforms as part of its efforts to strengthen and future-proof its asset and wealth management capabilities.
Sowell Management expands adviser support platform with launch of Advanced Planning Group by Released | Aug 31, 2026 Sowell Management, a registered investment adviser (RIA) serving financial advisers and their clients nationwide, has announced the launch of its Advanced Planning Group (APG), a new integrated estate, tax and advanced planning resource designed to support its advisers and the high-net-worth families, wealthy individuals and small business owners they serve.
Gov. JB Pritzker launches Illinois Opportunity Zones 2.0 to drive investment in communities statewide by Released | Aug 28, 2026 Gov. JB Pritzker and the Illinois Department of Commerce and Economic Opportunity (DCEO) launched Illinois’ Opportunity Zones 2.0 — a statewide initiative to identify and nominate the next group of federally designated Opportunity Zones that will help attract private investment to communities across Illinois.
LeagueShares announces the first ETF issuer built solely for capturing sports performance by Released | Aug 27, 2026 LeagueShares has announced its formation as an exchange-traded fund issuer dedicated to a single asset class: sports performance.
Principal expands Featured Partner Program to support private market access in retirement plans by Released | Aug 27, 2026 Principal Financial Group has announced an expansion of the Principal Featured Partner Program to support private market strategies within retirement plans, helping plan sponsors and financial professionals pursue broader diversification and long-term retirement outcomes for participants.
Nasdaq Fund Secondaries, Harrison Street Asset Management and LODAS Markets collaborate to advance strategic liquidity for interval funds by Released | Aug 26, 2026 Nasdaq Fund Secondaries, LODAS Markets and Harrison Street Asset Management (HSAM) have announced a collaboration in the development of a managed transaction environment designed to provide incremental liquidity dynamics to interval-fund investors.
Corcapa 1031 Advisors launches dedicated 721 exchange advisory platform by Released | Aug 21, 2026 Corcapa 1031 Advisors has announced the launch of 721 UPREIT Solution, a new website dedicated solely to 721 exchange and UPREIT investment advisory services.
Alts Custodian launches private markets portfolio construction and modeling platform by Released | Aug 19, 2026 Alts Custodian has announced the launch of its new private markets portfolio construction and modeling platform, giving financial professionals a new way to evaluate alternative investments — not in isolation, but as part of the investor’s overall portfolio.
Cove Capital Investments adds another asset to its growing portfolio of debt-free DST offerings by Released | Aug 19, 2026 Cove Capital Investments, a national sponsor of debt-free 1031 exchange Delaware Statutory Trust (DST) investments, announced it has successfully completed the acquisition of a 29,000-square-foot retail asset located in Shreveport, La.
CAIS expands adviser access to alternative investments with strategies from Apollo, AQR, Blackstone and more by Released | Aug 19, 2026 CAIS, an alternative investment platform for independent financial advisers, has announced that nearly 40 new and existing alternative asset managers have introduced strategies on the platform over the past six months, expanding adviser access to alternative investments as demand continues to evolve.
Betterment launches custom portfolios with AI insights for retail investors by Released | Aug 19, 2026 Betterment, a wealth and savings platform, has announced the launch of Custom portfolios, a category-defining product that allows investors to build a portfolio security by security, while keeping the tax efficiency and convenience of automated portfolio management.
