Edelman Financial Engines appoints Ralph Haberli as president by Released | Jun 24, 2025 Edelman Financial Engines (EFE), an independent wealth planning and workplace investment advisory firm, has announced the appointment of Ralph Haberli as president, effective July 2, 2025.
HSBC experts share strategies for managing art as an alternative asset class by Released | Jun 24, 2025 HSBC Private Banking’s Women’s Committee welcomed an exclusive group of clients and industry leaders for Artfully Investing, a discussion exploring the intersection of art, wealth planning and legacy building.
Capital Square opens hotel in South Carolina qualified opportunity zone by Released | Jun 23, 2025 Capital Square, one of the nation’s sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, has announced the opening of The Nickel Hotel in Charleston, S.C.
Bluerock Value Exchange launches $38m 1031 exchange in North Carolina by Released | Jun 23, 2025 Bluerock Value Exchange (BVEX), a 20-year, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, has announced the launch of its latest 1031 exchange/DST offering known as BR Churchill Downs, DST, which is seeking to raise approximately $37.8 million from accredited investors.
Fidelity introduces custom model portfolios with alternative investments for exposure to private markets by Released | Jun 23, 2025 Fidelity Investments has announced the availability of custom model portfolios with alternative investments, which allow eligible wealth management firms access to models that provide exposure to the private markets.
Cohen & Steers appoints Seth Laughlin as head of real estate strategy and research by Released | Jun 23, 2025 Cohen & Steers has appointed Seth Laughlin as senior vice president and head of real estate strategy and research.
Edward Jones expands its SMA offerings with 51 new strategies by Elise Mackanych | Jun 23, 2025 Edward D. Jones and Co. has announced an expansion of its managed account programs through the addition of 51 separately managed account strategies (SMAs).
Global warehouse costs rise by 3.6% in a year, says Savills, but increases slowing by Released | Jun 20, 2025 Global prime warehousing costs (rent, taxes and service charges) increased by 1.1 percent in the six months to March 2025, taking the increase in overall warehousing costs to occupiers to 3.6 percent in a 12-month period, said Savills.
Global shocks provide generational opportunity for those who know where to look, says Hines by Andrea Zander | Jun 20, 2025 Global markets are waking up to a new reality as the first half of 2025 is punctuated by tariff shocks, inflation persistence, rising yields on longer-term bonds, and growth downgrades, according to Hines.
PNC Multifamily Capital closes $208m affordable housing fund by Released | Jun 20, 2025 PNC Bank, a tax credit syndication firm, has announced the closing of Low-Income Housing Tax Credit (LIHTC) Fund 98, which is investing more than $208 million in the development and rehabilitation of affordable rental housing across the United States.
Osaic acquires CW Advisors by Released | Jun 20, 2025 Osaic, a provider of wealth management solutions, has announced the acquisition of CW Advisors, a Boston-based registered investment adviser (RIA) managing $13.5 billion in fee-only client assets.
ADISA appoints John Grady as executive director by Released | Jun 20, 2025 ADISA, the nation's largest trade association for the alternative investments industry, has announced that industry veteran John Grady has been appointed executive director, succeeding John Harrison upon his retirement.
Layla Capital announces first close of Layla Fund II by Released | Jun 18, 2025 Layla Capital, a direct commercial real estate lender specializing in small to middle-market commercial real estate lending opportunities across the United States, has announced the initial closing of its second fund, Layla Fund II.
Geopolitical uncertainty is a major concern for family offices, according to BlackRock by Released | Jun 18, 2025 BlackRock has released its 2025 Global Family Office Survey, which revealed that current geopolitical uncertainty is the most important issue for family offices (84 percent) and is a critical factor in their capital allocation decisions.
Neel Patel is named vice president of structured investments at iCapital by Elise Mackanych | Jun 18, 2025 Neel Patel has been appointed as vice president of structured investments at iCapital, effective mid-June 2025. In this role, Patel will focus on broker-dealer relationships, structured products and revenue growth.
