Mili and Holistiplan partner to bring tax planning into AI-powered adviser workflows by Released | Aug 14, 2026 Mili, an AI platform for wealth management firms, and Holistiplan, tax-planning software used across more than 10,000 advisory firms, have announced a partnership that puts a client’s tax analysis to work across the adviser’s workflows.
Bank of America launches $250b, 18-month critical infrastructure finance initiative by Released | Aug 13, 2026 In celebration of America's 250th anniversary, Bank of America has announced the Critical Infrastructure Finance Initiative to mobilize and deploy $250 billion to support U.S. infrastructure development through financing, investment and advisory solutions.
Cohen & Steers launches real assets active ETF by Released | Aug 13, 2026 Cohen & Steers has announced it has launched the Cohen & Steers Real Assets Active ETF (CSRA).
Alto launches private deal room for RIAs, unlocking private markets access inside retirement accounts by Released | Aug 12, 2026 Alto, a marketplace and custodian connecting retirement capital with private markets opportunities, has announced the launch of adviser access to Alto Private Deal Room, a digital platform that enables registered investment advisers (RIAs) to seamlessly execute self- and client-sourced private markets deals from onboarding to close, all through a single workflow with built-in operational and custodial support.
Real Capital Solutions launches contrarian office fund amid historic office market dislocation by Released | Aug 11, 2026 Real Capital Solutions (RCS), a real estate investment firm with more than four decades of experience investing through market cycles, has announced the launch of the RCS Contrarian Office Fund, a private investment vehicle that will target class A and B office properties in prime and secondary U.S. markets experiencing financial distress.
F.N.B. Corp. enhances offering for ultra-high-net-worth clients and business owners with investment in family wealth advisory services by Released | Aug 11, 2026 F.N.B. Corp. has announced it has further enhanced its family wealth offering for ultra-high-net-worth clients with an additional investment in specialized, sophisticated advisory services and advanced solutions.
SEIA announces expanded tax and family office capabilities by Released | Aug 10, 2026 Signature Estate & Investment Advisors (SEIA), a wealth management firm, has announced the next phase of its evolution to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with increasingly complex planning needs through the launch of SEIA Tax Services, expanded family office capabilities and a refreshed brand experience.
JPMorgan to launch Real Assets Dedicated Fund by Elise Mackanych | Aug 10, 2026 JPMorgan is launching JPMorgan Real Assets Dedicated Fund, a newly organized Delaware statutory trust (DST), according to an SEC filing on Aug. 7.
WTW Investments and SEI partner to expand private markets solutions for defined contribution plans by Released | Aug 7, 2026 SEI and WTW Investments, a global advisory, broking and solutions company, have announced an expansion of their strategic relationship to support the development of private markets solutions for the 401(k) and broader U.S. defined contribution market.
MCB Wealthbridge launches $36m student housing DST in Baltimore, Md. by Released | Aug 7, 2026 MCB Wealthbridge, a sponsor of tax-advantaged real estate investments powered by national investment and development firm MCB Real Estate, has launched the MCB The Enolia Student Housing DST, owner of a newly delivered, purpose-built housing community serving Morgan State University (MSU) in Northeast Baltimore, Md.
SoFi expands access to private markets with funds from CAZ Investments and AngelList Asset Management by Released | Aug 6, 2026 SoFi Technologies, an app for digital financial services, has introduced three new private market funds from CAZ Investments and AngelList Asset Management.
LPL Research launches new model portfolios to expand adviser capabilities by Released | Aug 5, 2026 LPL Financial has announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings.
Orion Real Estate Group and Secure Properties launch 2026 private real estate investment fund by Released | Aug 5, 2026 Orion Real Estate Group and Secure Properties have announced the launch of Orion Pro Fund 2026, a real estate investment vehicle providing accredited investors access to income-producing net-lease assets with components eligible for 100 percent bonus depreciation tax benefits, offering the potential for meaningful near-term tax advantages alongside income-producing real estate.
Hamilton Lane serves as sole lead investor in Cynosure Partners’ single-asset continuation vehicle by Released | Jul 30, 2026 Hamilton Lane, a global private markets firm and Cynosure Partners, The Cynosure Group’s direct investments business, have announced the closing of a single-asset continuation vehicle for Savant Capital Holdings.
ExchangeRight fully subscribes $15.4m Essential Income 8 DST as investors seek defined path to the Essential Income REIT by Released | Jul 29, 2026 ExchangeRight, a provider of diversified 1031 DST and REIT investments, has fully subscribed its Essential Income 8 DST.
