Mercer Advisors acquires O’Brien Wealth Partners by Released | Jul 3, 2025 Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of O’Brien Wealth Partners, a Waltham, Mass.-based firm providing comprehensive wealth management and planning services to high-net-worth individuals, families and nonprofits.
INREIT fully subscribed $85.7m DST offering by Released | Jul 3, 2025 Invesco Real Estate Income Trust (INREIT), an institutionally managed public non-listed REIT, announced it has fully subscribed IREX II Self-Storage Portfolio Delaware Statutory Trust (DST), which raised $85.7 million in aggregate.
Orion and iCapital provide independent advisers with access to alternative investments by Released | Jul 3, 2025 Orion, a provider of innovative wealthtech solutions for financial advisers and enterprise firms, and iCapital, a global fintech platform, have announced an enhanced collaboration that deliver results for independent advisers across the Orion ecosystem.
Cetera introduces alternative investment allocation models by Released | Jul 3, 2025 Cetera has introduced the first of several alternative investment allocation models designed specifically for advisers who want to provide alternative investments to their accredited-investor clients.
Calamos and Aksia launch Calamos Aksia Private Equity & Alternatives Fund by Released | Jul 2, 2025 John Koudounis, president and CEO of Calamos, an alternatives manager, has announced the launch of the Calamos Aksia Private Equity & Alternatives Fund.
Monroe Capital and AIP Capital announce aircraft leasing venture by Released | Jul 2, 2025 Monroe Capital and AIP Capital have announced a venture where Monroe will seek to acquire a diversified aircraft leasing portfolio of up to $1 billion of investments, consisting of mid-life aircraft on long term lease to airlines globally.
Madison Capital Markets appoints key leadership roles by Elise Mackanych | Jul 2, 2025 Madison Capital Markets has appointed Jeff Kremin as president and Lee Bastidas as executive president, national accounts.
Michelle Rappa is named board chair of the Defined Contribution Alternatives Association by Elise Mackanych | Jul 2, 2025 Michelle Rappa has been appointed board chair of the Defined Contribution Alternatives Association (DCALTA), according to a statement by Neuberger Berman.
IREI acquires U.K.-based Lyndon Publishing 2 Limited by Released | Jul 2, 2025 Institutional Real Estate (IREI) has completed its acquisition of the assets of London-based Lyndon Publishing 2 Ltd, which include The Property Chronicle and The Green Chronicle.
BMO appoints Daniel Phillips as CIO for U.S. Wealth Management by Elise Mackanych | Jul 1, 2025 BMO Wealth Management has appointed Daniel Phillips as CIO for U.S. Wealth Management.
Private equity and private credit are resilient amid market challenges, according to KBRA by Released | Jul 1, 2025 Amid ongoing trade tensions, tariffs, market volatility and a possible economic slowdown, KBRA views alternative asset managers—particularly those geared toward private equity and private credit —as more resilient on average than other types of financial institutions.
Northwestern Mutual appoints Teresa Bitetti and Andrew Feldstein to board of trustees by Released | Jul 1, 2025 Northwestern Mutual has announced that Teresa Bitetti and Andrew Feldstein have been appointed to serve on its board of trustees
Sage Advisory and Cedar Trace to offer investment products with insurance-linked securities and credit opportunities by Released | Jul 1, 2025 Sage Advisory Services and Cedar Trace Group will collaborate to offer innovative investment products featuring insurance-linked securities (ILS) and credit opportunities.
CIM Group leases Panorama Brooklyn property to The Beginning Clubhouse, a family-centered membership club by Released | Jul 1, 2025 CIM Group has announced that it has signed a long-term lease with Little Big Hospitality for 45,000 square feet at its Panorama office and retail complex in Brooklyn.
Green Street expands private market data platform with coverage of data centers and lodging by Released | Jun 30, 2025 Green Street, a provider of commercial real estate intelligence and insights, has expanded its U.S. market data and deals platform with the full coverage of data centers and lodging, bringing the total sectors under coverage to nine.
