LPL Financial to acquire Atria Wealth Solutions by Released | Feb 14, 2024 LPL Financial Holdings has entered into a definitive purchase agreement to acquire Atria Wealth Solutions.
SUBSCRIBE adds T. Rowe Price and Oak Hill Advisors by Released | Feb 14, 2024 SUBSCRIBE announced that T. Rowe Price and its private markets platform, Oak Hill Advisors (OHA), have joined the SUBSCRIBE platform.
Franklin Templeton sees challenges create opportunities by Andrea Zander | Feb 14, 2024 Many of the same issues that impact traditional investments also impact alternative investments, according to Franklin Templeton.
Investors bought 26% of the country’s most affordable homes in the fourth quarter — the highest share on record by Released | Feb 14, 2024 Real estate investors bought 26.1 percent of low-priced U.S. homes that sold in the fourth quarter, according to Redfin.
Broadridge survey reveals time and expertise top challenges in adviser marketing strategies by Released | Feb 14, 2024 Advisers are increasingly looking to next-generation technology such as generative AI to address their marketing challenges and meet the increased personalization expectations of prospects and clients.
KKR’s Henry McVey says leading family offices plan to allocate more to alternatives in 2024 by Released | Feb 13, 2024 Family offices are allocating more to alternatives, with 52 percent of assets allocated to alternatives on average, up 200 basis points since 2020.
BNP Paribas publishes results of its 2024 Alternative Investment Survey by Released | Feb 13, 2024 BNP Paribas has published its annual 2024 Alternative Investment Survey, which surveyed 238 allocators in December 2023 and January 2024 who invest or advise on $1.2 trillion in hedge fund assets. This amount represents about one-third of industry assets under management (HF AUM).
Alternative fund managers struggling to recruit compliance professionals by Released | Feb 13, 2024 A growing recruitment crisis is hitting alternative fund managers as they struggle to find compliance and legal professionals, according to Ocorian in its Outlook 2024 report.
Arevon, Blackstone close $350m financing for Condor Energy Storage Project by Released | Feb 13, 2024 Arevon Energy, together with Blackstone Credit & Insurance (BXCI), has announced a successful financial close for the 200-megawatt (MW)/800-megawatt-hour (MWh) Condor Energy Storage Project currently under construction in Grand Terrace, Calif.
Mickey Welcher joins Pinnacle Private Advisors by Andrea Zander | Feb 13, 2024 Mickey Welcher has joined Pinnacle Private Advisors in its alternative investments division.
Infrastructure market poised for stability, says DWS by Andrea Zander | Feb 13, 2024 The infrastructure market is expected to remain under pressure from the new interest rate environment.
Kimberly LaPointe joins Macquarie Asset Management’s global wealth business by Released | Feb 13, 2024 Macquarie Asset Management has appointed Kimberly LaPointe as a senior managing director and head of wealth distribution within the client solutions group.
StepStone Group reports strong performance, expansion of private wealth platform by Released | Feb 13, 2024 StepStone Group has plans to acquire the remaining stakes in each of their infrastructure, private debt, and real estate businesses over the coming years.
Blue Owl Capital to partner with Lunate to invest in private market investment managers by Released | Feb 12, 2024 Blue Owl Capital and Lunate have formed a joint venture to provide growth capital to leading mid-sized private capital GPs.
CAZ Investments announces $1b commitment to Blue Owl GP Stakes Fund VI by Andrea Zander | Feb 12, 2024 CAZ Investments, a Houston-based investment manager, has made a $1 billion commitment to Blue Owl GP Stakes Fund VI.
