Cohen & Steers: The role of real assets in today’s investment landscape by Andrea Zander | Jul 12, 2023 The market is pricing a rapid return to low and stable inflation.
Greg Gatesman leaves Morgan Stanley by Andrea Zander | Jul 12, 2023 Greg Gatesman, the head of international wealth management at Morgan Stanley, has left the firm.
Michael Weisz appointed Yieldstreet CEO by Released | Jul 12, 2023 Michael Weisz has been appointed CEO of Yieldstreet.
Stonepeak announces minority investment from Blue Owl’s GP strategic capital platform by Released | Jul 11, 2023 Blue Owl’s GP Strategic Capital platform has made a passive, minority investment in Stonepeak.
LPL Financial welcomes 509 Wealth Management by Released | Jul 11, 2023 Jason Johnson, financial adviser, CRPC and the team at 509 Wealth Management have joined LPL Financial.
One in six asset and wealth management companies will be swallowed up or fall by the wayside in the next five years, says PWC by Andrea Zander | Jul 11, 2023 One in six (16 percent) asset and wealth managers globally are expected to be swallowed up or fall by the wayside by 2027, twice the historical rate of turnover.
Marathon Asset Management closes $1.7b asset-based lending fund by Released | Jul 11, 2023 Marathon Asset Management has held a final close for Marathon Secured Private Strategies Fund III, the third vintage of its closed-end asset-based lending (ABL) fund.
Audax Private Equity raises $7.8b for flagship fund and Origins Fund I by Released | Jul 11, 2023 Audax Private Equity has closed two new funds.
FS Investments names Chris Condelles CFO of FS Credit REIT by Andrea Zander | Jul 10, 2023 FS Investments has recently appointed Chris Condelles as CFO of FS Credit REIT.
Investing in self-storage real estate remains desirable by Andrea Zander | Jul 10, 2023 The self-storage sector is favorably positioned for resilience and out-performance throughout cycles as its fundamental demand drivers rely less on economic growth and more on demographics and life changes.
Senior housing occupancy rate increases for eighth consecutive quarter by Andrea Zander | Jul 10, 2023 The senior housing occupancy rate for the NIC MAP Primary Markets increased to 83.7 percent in the second quarter of 2023, up 0.6 percentage points from the first quarter and marking eight consecutive quarters of increases, according to data from NIC MAP Vision analyzed by the National Investment Center for Seniors Housing & Care (NIC).
Schwab introduces differentiated experiences to support HNWIs by Released | Jul 10, 2023 Charles Schwab & Co. has formed two programs for its high-net-worth (HNW) and ultra-high net worth (UHNW) clients.
Morningstar releases survey results of institutional investor priorities and perspectives by Andrea Zander | Jul 10, 2023 Morning Star has released the results of its second annual Voice-of-the-Asset Owner Global Survey.
REITs rise more than 5% in June by Loretta Clodfelter | Jul 10, 2023 U.S. equity REITs put out a strong performance in June, as the Federal Reserve took a breather.
Time-starved U.S. financial advisors considering alternative options, J.D. Power finds by Released | Jul 7, 2023 Financial advisors say they do not have enough time to spend with clients and 20 percent say they are five years or less away from retirement.
