Cetera launches industry-first “Growth Guarantee” for financial adviser by Released | Feb 27, 2024 Cetera Financial Group has launched an industry first with the “Cetera Growth Guarantee”.
The great wealth transfer starts with the great wealth talk, Edward Jones Research finds by Released | Feb 27, 2024 More than a third of Americans (35 percent) do not plan on discussing transfer of wealth with their families.
High-net-worth investors’ increasing focus on alternative and private assets by Lewis Dayton | Feb 27, 2024 As it is becoming easier for high-net-worth investors to invest in alternative assets and private assets, those asset classes are increasing in allocation focus in high-net-worth portfolios.
Bluerock Value Exchange launches $41m Diversified Industrial Portfolio III DST by Released | Feb 26, 2024 Bluerock Value Exchan has launched its newest 1031 exchange/DST offering.
Margo Steahly hired as a senior vice president at Trilogy Real Estate Group by Lewis Dayton | Feb 26, 2024 Trilogy Real Estate Group, a Chicago-based real estate investment and property management firm, has announced that Margo Steahly has joined the company as senior vice president, sales operations and due diligence. Steahly will be responsible for furthering the sales efforts of Trilogy's private placement offerings.
Washington Post: Be aware of SPACS by Andrea Zander | Feb 26, 2024 The SPACS option for investors should be considered trendy and ultimately risky investment vehicle, writes Adam Lachinsky, a contributing columnist, for The Washington Post.
Ward Young promoted to CIO BAAM by Andrea Zander | Feb 26, 2024 Ward Young has been promoted CIO, announced Joe Dowling, global head of Blackstone Alternative Asset Management (BAAM), on his LinkedIn.
Barings, Kline Hill Partners and Adams Street Partners co-lead closing of TRP Capital Partners’ Continuation Fund by Released | Feb 26, 2024 Barings, Kline Hill Partners and Adams Street Partners have served as co-lead investors in the completion of a single asset continuation fund in support of TRP Capital Partners.
Carson Group approves four Bitcoin ETFs by Andrea Zander | Feb 26, 2024 Carson Group, a $30 billion registered investment adviser (RIA) platform, has recently announced its approval to offer four spot Bitcoin exchange-traded funds.
Callan Family office expands financial administration division to support ultra-high-net-worth families and other single-family offices by Released | Feb 26, 2024 Callan Family Office has broadened its capabilities with the expansion of its financial administration division.