Cetera names Craig Bartlett community leader of Cetera Financial Specialists within the firm’s tax and accounting channel by Released | Jul 27, 2026 Cetera announced Craig Bartlett has been named community leader of Cetera Financial Specialists (CFS), a community of tax-focused financial professionals within Cetera.
AI and tech defining real estate valuations, Knight Frank reports by Released | Jul 24, 2026 Knight Frank has published the 2026 Quantifying Technology in Real Estate’ Series, setting out how the rapid advancement of artificial intelligence (AI) is driving a structural shift in the real estate industry.
Destra Capital announces strategic partnership with RBC Global Asset Management to expand alternative investment solutions by Released | Jul 24, 2026 Destra Capital has announced a strategic partnership with RBC Global Asset Management (U.S.) to market and distribute the new RBC BlueBay Enhanced Income Fund.
Hamilton Lane board elects Michael Schmertzler as new independent director by Released | Jul 24, 2026 Private markets investment management firm Hamilton Lane has announced that its board of directors elected Michael Schmertzler as a new independent director, effective July 22.
Core Spaces closes $300m-plus student housing portfolio for CUL REIT by Released | Jul 24, 2026 Core Spaces has closed on a four-property portfolio of purpose-built student housing communities totaling more than $300 million in value.
Alto adds Energea to marketplace, expanding access to energy infrastructure investments through self-directed IRAs by Released | Jul 23, 2026 Alto, a self-directed IRA platform bringing private markets to individual retirement portfolios, has announced a new investment opportunity with Energea, a global renewable energy developer and operator.
Market optimism builds despite inflation concerns, Morgan Stanley Wealth Management Pulse Survey finds by Released | Jul 23, 2026 Morgan Stanley Wealth Management has announced the results of its quarterly retail investor pulse survey:
MLG Capital expands Legacy Fund with entry into Montana market by Released | Jul 23, 2026 MLG Capital, a national firm in private real estate investments, has announced the contribution of Brookside Park and Kagy Village, two multifamily communities located in Bozeman, Mont., to the MLG Legacy Fund.
Wellington, Vanguard and Blackstone announce the launch of two investment solutions, simplifying access to public and private markets by Released | Jul 23, 2026 Wellington Management, Vanguard and Blackstone have announced the launch of two new investment solutions created as part of their recently formed strategic alliance and designed to give eligible investors simplified access to professionally managed portfolios that combine public and private markets.
Mariner names Brad Rollins CIO by Elise Mackanych | Jul 23, 2026 Mariner has appointed Brad Rollins as chief investment officer, following the departure of Katrina Radenberg in May.
Shemara Wikramanayake to retire in November 2026, Greg Ward to become managing director and CEO of Macquarie Group by Released | Jul 23, 2026 Macquarie Group chair Glenn Stevens has announced Shemara Wikramanayake’s upcoming retirement from her role as managing director and CEO of Macquarie Group and the board’s decision to appoint Greg Ward, currently head of banking and financial services, as her successor subject to the receipt of necessary approvals.
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.
Americana Partners launches sports & entertainment division by Released | Jul 22, 2026 Houston-based Americana Partners, an independent wealth management firm with more than $11.5 billion in total client assets, has announced a new division focused on the sports and entertainment industries, tapping associate vice president Ben Davidson to lead the venture.
Real estate’s inflation hedge credentials: Tested and holding strong by Allan Swaringen | Jul 22, 2026 In the face of stubborn inflation and higher interest rates, real estate’s long-held reputation as an inflation hedge has been rigorously tested.
Skyway Capital Markets launches DST platform, names Amy Arnold to lead 1031 exchange business by Released | Jul 22, 2026 Skyway has announced the appointment of Amy Arnold as senior managing director and head of product development, where she will lead the firm’s newly launched 1031 Exchange Delaware Statutory Trust (DST) platform.
