91% of advisers say private markets are essential for differentiation — AssetMark by Released | Nov 5, 2025 AssetMark Inc., a wealth management platform for independent financial advisers, has released findings from its independent adviser insights survey, AssetMark Advisor Insights: Private Markets 2025.
Evolution Credit Partners expands capital formation team with appointment of Nancy Karpf by Released | Nov 5, 2025 Evolution Credit Partners Management, an alternative credit investment manager, has announced the appointment of Nancy Karpf as managing director, capital formation, strengthening the firm’s investor engagement and fundraising capabilities.
Waverly Advisors acquires Bridge Creek Capital Management by Released | Nov 5, 2025 Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Bridge Creek Capital Management, a wealth management firm located on Cape Cod, Mass.
Bluespring Wealth Partners acquires $1.4b Signature Wealth by Released | Nov 5, 2025 Bluespring Wealth Partners, an acquirer of independent registered investment advisers (RIAs) and hybrid wealth management firms, has announced the acquisition of Kestra Financial’s affiliated firm Signature Wealth.
Energea launches private wealth channel offerings for global energy infrastructure investments by Released | Nov 4, 2025 Energea, a solar energy infrastructure investing firm, has announced it has launched new share classes for its existing strategies in the private wealth channel.
Sanctuary Wealth welcomes Atlanta-based MartinWright Advisory by Released | Nov 4, 2025 Sanctuary Wealth, a platform for independent advisers, has announced that MartinWright Advisory joined its national network.
MAI Capital Management expands managing partners following acquisition of Evoke Advisors by Released | Nov 4, 2025 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced it has completed its strategic partnership with Los Angeles-based RIA Evoke Advisors.
State Street Investment Management makes strategic investment in Coller Capital by Released | Nov 4, 2025 State Street Investment Management and Coller Capital have announced that State Street Investment Management has made a strategic minority investment in Coller, one of the world’s largest dedicated private market secondaries managers.
Origin Investments announces select asset fund for growth-oriented investors by Released | Nov 4, 2025 Origin Investments, a class A multifamily real estate fund manager, has announced Origin Select Asset Fund, a $100 million short-duration fund that will invest in five high-margin, ground-up multifamily developments in targeted Sun Belt and Mountain states where future supply constraints portend significant growth potential.
SPONSORED: Private real estate: The missing piece in model portfolios by Accordant | Nov 3, 2025 For advisers building the next generation of model portfolios, private real estate is no longer just an alternative — it is the missing piece.
Thryve Wealth Management appoints Randol W. Curtis as co-founder and CIO by Released | Nov 3, 2025 Thryve Wealth Management has announced that respected investment management executive Randol W. Curtis has joined the firm as co-founder and CIO.
Veteran Wall Street investment strategist Brian Belski launches Humilis Investment Strategies by Released | Nov 3, 2025 Humilis Investment Strategies (HiS), a newly established portfolio advisory firm, has announced its official launch.
Sagard Real Estate expands U.S. industrial portfolio with acquisition in San Leandro, Calif by Released | Nov 3, 2025 Sagard Real Estate, a U.S.-based real estate investment adviser, has announced the acquisition of a 260,989-square-foot industrial facility in San Leandro, Calif., within the Oakland–East Bay industrial corridor.
Core real estate fund returns remain positive but have moderated by Released | Nov 3, 2025 The National Council of Real Estate Investment Fiduciaries (NCREIF) released third quarter 2025 results for the NCREIF Fund Index – Open-end Diversified Core Equity (NFI-ODCE).
Investor sentiment approves across Asia Pacific, according to CBRE by Kali Arevalo | Nov 3, 2025 CBRE has launched its Q3 2025 Asia Pacific Cap Rate Survey report, finding appetite for real estate investment has strengthened across Asia Pacific and investment volumes have risen 20 percent year-over-year in the first three quarters of 2025, led by Korea and Japan.
