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BREEAM U.S. director of operations shares what’s driving sustainability forward

by Andrea Zander | Feb 20, 2025

Breana Wheeler, BREEAM’s U.S. director of operations, discusses sustainable strategies that are driving the adoption of green building certifications across various industries, the challenges and opportunities different asset classes face, and how technology and evolving market dynamics are shaping the future of sustainability in real estate.

DOL pauses decisions on fiduciary rule

by Elise Mackanych | Feb 20, 2025

The Department of Labor has filed a motion to pause its ongoing legal appeals against district court rulings, due to the change in presidential administrations.

Addepar launches new data-driven portfolio solutions

by Released | Feb 20, 2025

Addepar, a leading global technology and data platform for investment professionals, has announced the launch of Alts Data Management, Private Fund Benchmarks and cash flow forecasts in Navigator.

CAIS launches enterprise solution for alternative investments

by Released | Feb 20, 2025

CAIS, an alternative investment platform for independent financial advisers, has announced the launch of an enterprise solution designed to integrate alternative investments within Turnkey Asset Management Platforms (TAMPs) and managed account platforms.

LPL Financial expands its high-net-worth services with planning solutions

by Released | Feb 19, 2025

LPL Financial, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisers provide personalized support to their clients who are CEOs and/or have founded their own businesses.

Meketa announces two key leadership changes for the wealth management marketplace

by Released | Feb 19, 2025

Meketa Investment Group and its subsidiary Meketa Capital are pleased to announce two new hires who will strengthen Meketa Capital’s efforts to develop private markets investment solutions for the wealth management marketplace while educating financial intermediaries and their clients on the role these investments can play in a diversified strategy.

Apex increases access to alternative investments through new solution, Apex Alts

by Released | Feb 19, 2025

Apex Fintech Solutions, an innovation launchpad for the global investment ecosystem, has announced the upcoming launch of Apex Alts, a groundbreaking solution designed to democratize access to alternative investments for customers of broker dealers, advisory firms and other wealth management companies.

EQT AB names new CEO

by Andrea Zander | Feb 18, 2025

The board of directors of EQT AB has appointed Per Franzen as new CEO and managing partner.
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