SPONSORED: Accordant — Introducing the NFI-ODCE Index: The benchmark for private real estate by Sheila Hopkins | Sep 4, 2025 For the first time, core private real estate has a true index fund.
SEI launches multi-strategy alternative ETF by Released | Sep 4, 2025 SEI has announced the launch of the SEI DBi Multi-Strategy Alternative exchange-traded fund (ETF), following the reorganization of the SIMT Liquid Alternative Fund to an ETF.
Morningstar publishes first medalist ratings for semiliquid funds by Released | Sep 4, 2025 Morningstar, a provider of independent investment insights, has published its first-ever Morningstar Medalist Ratings for Semiliquid Funds
Canterbury Capital Wealth Management announces launch of fully independent RIA by Released | Sep 4, 2025 Veteran financial adviser Blake Butler has announced the launch of Canterbury Capital Wealth Management, an independent registered investment adviser (RIA), which will serve clients in all aspects of their financial lives, from investments and insurance to tax and estate planning, providing integrated advice coupled with execution.
Hamilton Lane launches global private secondary fund by Released | Sep 4, 2025 Private markets investment firm, Hamilton Lane, has announced the launch of the Hamilton Lane Global Private Secondary Fund, an evergreen investment vehicle focused on the secondary market.
Artes Capital appoints Tom Noble as COO by Released | Sep 4, 2025 Artes Capital, a private real estate lender serving sponsors throughout the western United States, has appointed Tom Noble as COO.
Former Merrill and Hightower advisors create new advisory firm, Granite Islands Private Wealth by Released | Sep 3, 2025 Granite Islands Private Wealth has announced the launch of its new independent advisory firm.
Hightower Advisors names Randy Bullard head of investment management by Released | Sep 3, 2025 Hightower Advisors, a wealth management firm, has announced that Randy Bullard will join as the head of investment management.
CW Advisors adds two Pennsylvania RIAs by Released | Sep 3, 2025 CW Advisors (CWA), a registered investment adviser (RIA) headquartered in Boston, announced it has acquired Capital Management Services (CMS) and CHB Investment Group.
Corient expands globally with addition of Stonehage Fleming and Stanhope Capital Group by Released | Sep 3, 2025 Corient, a wealth adviser, has announced the addition of Stonehage Fleming, a multi-family office, and Stanhope Capital Group, a European independent wealth management and advisory firms.
Blue Owl launches Alternative Credit Fund by Elise Mackanych | Sep 3, 2025 Blue Owl has launched its Alternative Credit Fund, an interval fund to offer investors enhanced liquidity options, according to AltsWire.
iCapital appoints Drew Carrington to lead alternatives in retirement portfolios strategy by Released | Sep 2, 2025 iCapital, a global fintech platform, has announced the appointment of Drew Carrington as managing director, alternatives in retirement portfolios.
SIMA urges reform of Canada’s retirement-savings framework by Released | Sep 2, 2025 Canada’s affordability crisis is making it increasingly difficult for many Canadians to save for retirement. In addition, public policy does not reflect today’s pension realities.
Nontraded REIT redemptions outpace equity in Q2 2025 by Elise Mackanych | Sep 2, 2025 Public nontraded REITs have experienced an overall decrease in redemptions in second quarter 2025 compared with the prior quarter.
WealthForge appoints Lora Sekosky Smith as director of IBD Distribution Service by Elise Mackanych | Sep 2, 2025 WealthForge has appointed Lora Sekosky Smith as director of IBD Distribution Service, which went into effect May 2025.
