LPL Financial welcomes adviser Christopher Ketchen to Linsco Channel by Released | Jan 27, 2025 Christopher Ketchen has joined LPL Financial’s employee advisor channel, Linsco by LPL Financial, to launch Katama Wealth Partners.
Alternatives fundraising surpasses $122b for 2024 by Andrea Zander | Jan 27, 2025 Alternative investment fundraising exceeded $122 billion for 2024, surpassing the 2022 high-water mark of $105 billion by nearly $17 billion.
Citco appoints new co-heads of real assets by Released | Jan 24, 2025 The Citco group of companies (Citco) has appointed Michelle Clements and Joep Hamers as co-heads of real assets, Citco Fund Services (CFS).
Carson Group founder changes his name by Andrea Zander | Jan 24, 2025 The founder and former chief executive of Carson Group, Ron Carson, announced on LinkedIn that he has legally changed his first name to Omani.
OneDigital expands into Canada with investment in PWL Capital by Released | Jan 24, 2025 OneDigital, an insurance, financial services and HR consulting firm, announced its investment in PWL Capital (PWL), an independent wealth management firm headquartered in Montreal.
Interval fund launches: Record growth set to continue in 2025 by Andrea Zander | Jan 24, 2025 By any measure, 2024 was a record year for interval funds, and growth is likely to accelerate in 2025.
Eagle Point Institutional Income Fund Added to the Schwab Alternative Investment OneSource Platform by Released | Jan 24, 2025 Eagle Point Institutional Income Fund, managed by Eagle Point Credit Management, has been added to the Schwab Alternative Investment OneSource platform.
Net-lease real estate sector sees increased supply in Q4 2024 by Elise Mackanych | Jan 24, 2025 Supply has increased across all net-lease property types since August 2024, with newly available listings accounting for 34 percent of properties on the market.
Investors poised to deploy more capital in 2025 as U.S. commercial real estate market primed for growth by Released | Jan 23, 2025 Investors are gearing up to inject more capital into the U.S. commercial real estate market in 2025, driven by favorable pricing and despite the challenges posed by interest rate fluctuations, according to the findings of CBRE's 2025 U.S. Investor Intentions Survey.
Concorde Investment Services names Keith McMurry as COO by Andrea Zander | Jan 23, 2025 Concorde Investment Services has appointed Keith McMurry as COO, reported DI Wire.