ExchangeRight fully subscribes $58.6m net-leased portfolio 72 DST by Released | Jun 11, 2026 ExchangeRight, a provider of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 72 DST.
Allocate and Dynasty Financial Partners expand partnership to power private market access and solutions by Released | Jun 11, 2026 Allocate, the private markets operating system for wealth advisory firms and fund managers, has announced an expanded partnership with Dynasty Financial Partners, one of the largest platforms serving independent registered investment advisories (RIAs) with $125 billion in assets under administration as of the fourth quarter of 2025.
Capital Square launches all-cash DST offering of two active-adult communities in Texas by Released | Jun 11, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, has announced the launch of CS1031 Texas Active Living Portfolio II, DST.
Mission Wealth announces two strategic mergers, marking continued growth in 2026 by Released | Jun 10, 2026 Mission Wealth recently completed two strategic mergers with independent wealth advisory firms, representing the firm's third and fourth partnerships completed this year.
SUBSCRIBE and Envestnet establish strategic partnership to incorporate alternatives within unified managed accounts by Released | Jun 10, 2026 SUBSCRIBE, a global fintech company providing the leading enterprise operating system for alternative investments, and Envestnet, an Adaptive WealthTech company, has announced a strategic partnership that will enable advisers to incorporate investments made via SUBSCRIBE's alternative investments platform within Envestnet's unified managed account (UMA) and Tamarac platforms.
MAI Capital Management expands Northeast presence with addition of Saybrook Wealth Group by Released | Jun 10, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced the acquisition of Saybrook Wealth Group, an Old Saybrook, Connecticut-based RIA with approximately $273 million in assets under management (AUM).
Cliffwater appoints Sean Brenan as head of real estate and portfolio manager of Cascade Real Assets Fund by Released | Jun 10, 2026 Cliffwater, a private markets interval fund manager, has announced the appointment of Sean Brenan as head of real estate and portfolio manager of Cascade Real Assets Fund.
Hightower expands the Hightower Family Office for ultra-high-net-worth families by Released | Jun 10, 2026 Hightower Advisors have announced the expansion of the Hightower Family Office, broadening the capabilities and support available to ultra-high-net-worth clients through Hightower advisers.
Real Assets Adviser appoints Erik Niland to editorial advisory board by | Jun 9, 2026 Erik Niland has been appointed to the Real Assets Adviser editorial advisory board.
Broadcom, Apollo, and Blackstone establish landmark strategic platform to accelerate more than 20 GWs of global AI deployments by Released | Jun 9, 2026 Broadcom, a global technology firm that designs, develops, and supplies semiconductor and infrastructure software solutions, has established AI XPV Platform with Apollo and Blackstone’s Credit & Insurance Business as initial anchor investors.
Sightbridge Capital Partners launches to redefine access to tax-advantaged real estate for the U.S. wealth management channel by Released | Jun 9, 2026 Sightbridge Capital Partners has announced its public launch and the appointment of Steve Rokoszewski as partner and COO and Kamil Poltorak as partner and managing director, real estate.
Newmark arranges $975m financing for mission-critical data center in Northern Virginia by Released | Jun 9, 2026 Newmark has arranged a $975 million balance sheet financing for Project Helios, a newly constructed, state-of-the-art data center in northern Virginia, a critical hub for internet traffic and network infrastructure.
Perspectives: Won’t get fooled again — why information overload, and hidden filters, are becoming a fiduciary risk for institutional and private wealth decision makers by Geoffrey Dohrmann | Jun 9, 2026 We are all overwhelmed. Anyone who claims otherwise isn’t paying attention. Every day brings a new wave of invitations: subscribe to this newsletter, follow that person, join this group, watch this video, listen to this podcast, stay informed. The volume alone is exhausting. But volume isn’t the real problem.
RFG Advisory expands adviser access to alternatives and structured investments through iCapital partnership by Released | Jun 8, 2026 RFG Advisory, an innovator in the wealth management industry dedicated to helping independent financial advisers build their business without compromise, has announced a strategic partnership with iCapital, the global fintech company shaping the future of investing.
BofA names Chip McLeod upstate South Carolina president by Released | Jun 8, 2026 Bank of America has announced that Chip McLeod, Merrill Lynch Wealth Management senior resident director, has been named president of upstate South Carolina.
