Canopy partners with Alto IRA to streamline investing in private deals by Released | Dec 12, 2025 Alto, a self-directed individual retirement account (IRA) platform bringing private markets to individual retirement portfolios, has announced a new partnership with Canopy, a special purpose vehicle (SPV) management solution empowering fund managers and investors to seamlessly close and manage private transactions.
Cohen & Steers launches two new ETFs by Released | Dec 11, 2025 Cohen & Steers has added to its suite of actively managed exchange-traded funds (ETFs) with the launch of two new strategies: The Cohen & Steers Infrastructure Opportunities Active ETF and the Cohen & Steers Short Duration Preferred and Income Active ETF.
2026 real estate outlook — advisers recommend discipline, strong underwriting by Loretta Clodfelter | Dec 11, 2025 In a recent webinar, members of the Real Assets Adviser Editorial Advisory Board shared their outlook for the 2026 real estate market within the private wealth channel.
Fed cuts rates by 25bps at December 2025 meeting by Andrea Zander | Dec 11, 2025 The Federal Reserve concluded its December 2025 meeting with the Federal Open Market Committee voting to cut interest rates by 25 basis points — a decision with implications for real assets investors.
Lincoln Property and PGIM launch partnership to scale outpatient medical investments by Released | Dec 10, 2025 Lincoln Property Co., a global, full-service real estate firm, and PGIM’s real estate business, a real estate investment manager, have announced the formation of a strategic joint venture partnership to pursue outpatient medical investments across the United States.
Wealth Enhancement announces acquisition of L.M. Kohn & Co. by Released | Dec 10, 2025 Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired L.M. Kohn & Co., a hybrid registered investment adviser (RIA) headquartered in Cincinnati, Ohio.
Monroe Capital launches Monroe Capital Enhanced Corporate Lending Fund by Released | Dec 10, 2025 Monroe Capital, a private credit asset manager, has announced the launch of Monroe Capital Enhanced Corporate Lending Fund (MLEND), a perpetual-life, continuously offered, nontraded business development company (BDC) designed to provide retail investors access to Monroe’s direct lending strategy.
MAI Capital Management expands Mid-Atlantic presence with addition of Lowe Wealth Advisors by Released | Dec 9, 2025 MAI Capital Management, a registered investment adviser (RIA), has announced the acquisition of Lowe Wealth Advisors, a boutique, family-led RIA with $527 million in assets under management (AUM).
Invesco and LGT Capital Partners create partnership to expand access to private markets for U.S. wealth and retirement investors by Released | Dec 9, 2025 Invesco, a global asset management firm, has announced that it has entered a strategic partnership with LGT Capital Partners, a leading privately held global specialist in alternative investing.
Wrexham AFC welcomes Apollo Sports Capital as a minority investor by Released | Dec 9, 2025 Wrexham AFC and its co-chairs, Rob Mac and Ryan Reynolds, have welcomed Apollo Sports Capital, an affiliate of Apollo, a global alternative asset manager, as new minority investors in the club.
Procyon expands national presence with addition of OLV Investment Group by Released | Dec 9, 2025 Procyon, an independent registered investment advisory firm, has announced it has acquired OLV Investment Group, a wealth management firm with multiple locations in Michigan and Texas.
Stonegate Investment Group joins NewEdge Advisors by Elise Mackanych | Dec 9, 2025 Stonegate Investment Group has joined NewEdge Advisors, according to AdvisorHub.
LaSalle’s ISA Outlook 2026: Americas real estate poised to break its Groundhog Day cycle by Released | Dec 8, 2025 The Americas real estate market is showing early signs of entering a new cycle in 2026, supported by stabilizing valuations, improving debt market liquidity and a sharp pullback in new development.
Willow Wealth expands Private Markets Platform with launch of Evergreen Funds From Carlyle, Goldman Sachs Asset Management, StepStone by Released | Dec 5, 2025 Willow Wealth has launched direct access to private markets evergreen funds from Carlyle (NASDAQ: CG), Goldman Sachs Asset Management (NYSE: GS), and StepStone (NASDAQ: STEP) on its platform.
Motley Fool Wealth Management to join Apollon Wealth Management by Released | Dec 5, 2025 Motley Fool Wealth Management has signed an agreement to join the growing national organization of Apollon Wealth Management.
