SignatureFD launches AutographFD to expand access to private placement life insurance by Released | Oct 30, 2025 SignatureFD, an integrated wealth management and advisory firm, has announced the launch of AutographFD, a separately branded operating division expanding access to private placement life insurance (PPLI).
Morgan Stanley to acquire private shares platform EquityZen by Released | Oct 30, 2025 Morgan Stanley has announced it has entered into an agreement to acquire leading private shares platform, EquityZen.
NexPoint launches multifamily DST offering for Orlando-area property by Released | Oct 30, 2025 NexPoint, a multibillion-dollar alternative investment firm, has announced the launch of NexPoint Oasis DST, a Delaware statutory trust (DST) offering of an Orlando-area multifamily property.
Real estate returns in a holding pattern — NCREIF by Released | Oct 30, 2025 The National Council of Real Estate Investment Fiduciaries (NCREIF) has released third quarter 2025 results for the NCREIF Property Index.
Goodman acquires prime Silicon Valley site for data center redevelopment by Released | Oct 30, 2025 Goodman Group has acquired a 45.8-acre infill property strategically located in San Jose – the epicenter of Silicon Valley and the world’s fifth-largest data center market.
Cetera Financial Group introduces Cetera Private Wealth Portfolios to serve affluent and high-net-worth clients by Released | Oct 29, 2025 Cetera has announced the launch of Cetera Private Wealth Portfolios, a suite of customizable investment portfolios designed by Cetera Investment Management and offered to Cetera-affiliated advisers exclusively through the Envestnet Private Wealth platform to meet the needs of affluent and high-net-worth households.
UBS welcomes financial adviser Bryan Davidson in Scottsdale, Ariz. by Released | Oct 29, 2025 UBS Global Wealth Management has announced that Bryan Davidson has joined the firm as a financial adviser in the UBS Scottsdale, Ariz., office.
Envestnet launching manager models with interval funds available from BlackRock and Franklin Templeton by Released | Oct 29, 2025 To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform.
Brookfield and Bloom Energy strike $5b AI infrastructure partnership by Kali Arevalo | Oct 29, 2025 Brookfield has penned a $5 billion artificial intelligence (AI) partnership with Bloom Energy, a company that designs and manufactures solid oxide fuel cells that produce electricity on site for power generation in data centers, manufacturing and other commercial sectors.
Real estate’s AI reality check: 90% of companies piloting, only 5% achieved all AI goals by Released | Oct 29, 2025 Artificial intelligence (AI) in commercial real estate is entering a new phase, moving beyond early explorations and toward targeted, high‑impact use cases that aim to redefine value.
CAIS enterprise technology to power alternative investments across Envestnet, Orion and Vestmark by Released | Oct 28, 2025 CAIS, an alternative investment platform for independent financial advisers, has announced expanded strategic partnerships with Envestnet, Orion and Vestmark.
Insurers look to private market alternative strategies amid global uncertainty by Released | Oct 28, 2025 Insurers are bracing for another year of uncertainty, with inflation once again cited as one of the top macroeconomic risks, according to BlackRock’s 14th annual Global Insurance Report.
QOFs report $436.8 million in Q3 additional equity — Novogradac by Elise Mackanych | Oct 28, 2025 Qualified opportunity funds (QOFs) raised an additional $436.8 million in equity in third quarter 2025, according to Novogradac.
The CIO Group’s 2026 outlook: unprecedented times, exceptional portfolios by Released | Oct 28, 2025 The CIO Group (CIOG) — a new wealth intelligence firm founded by CEO David Bailin and leaders from Citi, JPMorgan, BDT & MSD, and family offices — has released its Outlook 2026, “Unprecedented Times, Exceptional Portfolios.”
Charles Schwab announces branch network expansion with addition of 400 branch-related roles by Released | Oct 28, 2025 Charles Schwab has revealed details of a significant expansion of its branch network, underscoring the firm’s commitment to serve its fast-growing retail client base through a range of channels, including in-person guidance, relationships and service.
