AlphaCore Wealth Advisory strengthens Northeast presence with addition of Brave Family Advisors by Released | Aug 4, 2026 AlphaCore Wealth Advisory, an independent wealth advisory firm, has announced the addition of Brave Family Advisors a boutique wealth practice overseeing $700 million in client assets.
Capital Square launches $42.9m DST for apartment community near Richmond, Va. by Released | Aug 3, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, has announced the launch of CS1031 Colony at Centerpointe Apartments, DST, a Delaware statutory trust offering ownership interests in a 255-unit, class A–, garden-style apartment community located in the Richmond suburb of Midlothian, Va.
IPA urges SEC to complete national framework for registered offerings by Released | Jul 31, 2026 The Institute for Portfolio Alternatives (IPA) has filed a comment letter urging the Securities and Exchange Commission (SEC) to adopt its Registered Offering Reform proposal and establish a consistent national review process for all SEC-registered public offerings.
Argosy Real Estate Partners acquires IOS property in Leander, Texas by Released | Jul 30, 2026 Argosy Real Estate Partners has closed on the acquisition of 904 Leander Drive, a 3.3-acre industrial outdoor storage (IOS) property improved with an 8,940 square foot building located in Leander, Texas, near Austin.
Fed holds rates steady amid persistent inflation by Andrea Zander | Jul 30, 2026 The Federal Reserve has maintained the federal funds rate at a target range of 3.5 percent to 3.75 percent, leaving its benchmark rate unchanged for a fifth consecutive meeting.
Juniper Square launches new AI-powered fund admin oversight agent for GPs by Released | Jul 30, 2026 Juniper Square has announced its new Admin Oversight Agent, Fay. In June, Juniper Square introduced Headless GPX and opened its fund operating system to any AI a GP chooses to use.
VanEck Partners with Allocate to expand private markets access for the wealth channel by Released | Jul 29, 2026 Allocate, a private markets operating system for wealth advisory firms and fund managers, has announced a partnership with VanEck to expand access to private market strategies across the wealth channel.
Marcus & Millichap selects Deferred as preferred 1031 exchange provider by Released | Jul 27, 2026 Marcus & Millichap, a commercial real estate brokerage firm specializing in investment sales, financing, research and advisory services, has announced that Deferred, the first and only technology-powered qualified intermediary transforming 1031 exchanges for everyday real estate investors, has joined Marcus & Millichap’s Preferred Partner Program as a provider of 1031 exchange solutions.
Fidelity Investments expands institutional separately managed account lineup for wealth management firms by Released | Jul 22, 2026 Fidelity Investments has announced the expansion of its institutional separately managed account (SMA) lineup with six new custom strategies and two new model offerings for registered investment adviser (RIA) and broker-dealer clients that leverage Fidelity’s active management and quantitative research capabilities.
New York becomes first state to place a moratorium on hyperscale data centers by Kali Arevalo | Jul 20, 2026 With new data centers cropping up in farms, fields and communities on what seems like the daily, some U.S. policymakers are pumping the brakes.
Balentine names two new partners by Andrea Zander | Jul 17, 2026 Balentine has elected Matt Raines and Ben Webb, CFA, as partners.
Envestnet introduces list of interval funds approved by manager research team by Released | Jul 17, 2026 Envestnet has released its first list of research-approved interval funds.
Sean Morris joins Landmark Properties as head of private wealth by Released | Jul 17, 2026 Sean Morris has joined Landmark Properties as head of private wealth.
LPL Financial welcomes adviser Alan Feutz by Released | Jul 17, 2026 Alan Feutz, CFP, has joined Genesis Wealth.
American Beacon, Mercer launch innovative portfolio solutions for financial advisers by Released | Jul 16, 2026 American Beacon Advisors has launched the Mercer & American Beacon Model Portfolios, a suite of professionally managed investment solutions developed in collaboration with Mercer Investments, a Marsh business and one of the world’s largest investment consulting and management firms.
