Pathstone to acquire Veritable by Released | Jul 18, 2023 Pathstone has plans to join forces with Veritable.
Office and retail space demand could drop 38% by 2030 by Released | Jul 18, 2023 Office attendance is 30 percent below pre-pandemic norms, and demand for office and retail space could decline by 13 percent to a whopping 38 percent by 2030.
Pullback by banks leaves void being filled by alternative lenders by Loretta Clodfelter | Jul 17, 2023 The current sidelining of bank lending to commercial real estate has had a significant impact on the sector.
Annual investor survey makes case for advisers to transcend traditional metrics for greater client and prospect engagement by Released | Jul 17, 2023 About 92 percent of clients expressed some inclination to continue working with their current advisers.
Overland Park, KS–based V Wealth merges with The Wealth Consulting Group by Released | Jul 17, 2023 The Wealth Consulting Group has announced the merger of V Wealth.
Arctos Partners launches Arctos Keystone by Released | Jul 17, 2023 Arctos Partners has launched its latest strategy, Arctos Keystone.
Vector welcomes Kristina Dayback as COO by Released | Jul 17, 2023 Vector, the modern fund administration service provider for closed-end funds, has appointed Kristina Dayback as its COO.
Family offices say greatest concerns to be economic uncertainty by Andrea Zander | Jul 14, 2023 Family offices cited inflation, possibility of a recession and geopolitical risks as greatest concerns, with increased market volatility.
Cordillera Investment Partners raises $443m for Fund III by Andrea Zander | Jul 14, 2023 Cordillera Investment Partners has raised $443 million fund for its Cordillera Investment Fund III.
Oppenheimer & Co. hires Tatiana Zurek to its Southern Florida office by Released | Jul 14, 2023 Oppenheimer & Co., a subsidiary of Oppenheimer Holdings, has hired Tatiana Zurek to its office in Coral Gables, Fla.
ARCTRUST names Jason Kling regional vice president of equity capital markets, East by Released | Jul 14, 2023 Jason Kling has joined ARCTRUST as regional vice president of equity capital markets, East.
BGO Industrial REIT launches by Andrea Zander | Jul 14, 2023 BGO Industrial Real Estate Income Trust (BGO IREIT), sponsored by BGO, a real estate investment management advisor and a recognized provider of real estate services, has launched as a pure-play industrial REIT.
Carlyle appoints Shane Clifford as head of private wealth strategy by Released | Jul 14, 2023 Shane Clifford has joined Carlyle as managing director and head of private wealth strategy.
Higher interest rates mean a new era of commercial real estate investment by Loretta Clodfelter | Jul 14, 2023 A new era of investing has begun, according to David Steinbach, global chief investment officer at Hines. Steinbach recently tackled a few questions from Institutional Real Estate, Inc. about the current investment market, touching on the far-reaching impacts of the higher-interest-rate environment.
Most high-net-worth investors hire first adviser they speak with by Released | Jul 14, 2023 A surprising number of wealth-management clients do not shop around before choosing a financial advisor.
