Waverly Advisors acquires Fiduciary Wealth Advisors by Released | Apr 11, 2025 Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Fiduciary Wealth Advisors (FWA), a wealth management firm located in Sarasota, Fla.
The Knight Foundation establishes in-house investment office with leadership hires by Released | Apr 10, 2025 The John S. and James L. Knight Foundation has brought investment management and operations in-house, and has announced the appointment of Rebecca Carland as chief investment officer and Shanna Charles as director of investment operations.
New England Private Wealth Advisors acquired by Aspen Standard Wealth for $2.9b by Elise Mackanych | Apr 10, 2025 Aspen Standard Wealth, a registered investment adviser (RIA) acquirer, announced that it has acquired New England Private Wealth Advisors (NEPWA).
JPMorgan’s Campbell Global raises $2.3b for timberland investments by Andrea Zander | Apr 10, 2025 J.P. Morgan Asset Management has held a close for its Campbell Global’s Forest & Climate Solutions Fund II at $1.5 billion, exceeding its fundraising target.
Janus Henderson partners with Guardian to oversee $45b portfolio by Released | Apr 10, 2025 The Guardian Life Insurance Company of America, one of America’s largest life insurers and a provider of employee benefits, and Janus Henderson Group, a global asset manager, has announced a partnership, whereby Janus Henderson will become Guardian’s investment-grade public fixed income asset manager.
Markets Group releases 2025 Elite Private Wealth List of CIOs by Elise Mackanych | Apr 10, 2025 Markets Group has released its 2025 Elite Private Wealth List with CIOs from independent registered investment advisers (RIAs) in North America.
Senior housing demand booms as new developments lag by Elise Mackanych | Apr 9, 2025 Senior housing demand has reached an all-time high, according to the National Investment Center for Seniors Housing & Care (NIC).
LPL Financial Holdings expands advisory services with First Horizon Bank by Released | Apr 9, 2025 LPL Financial Holdings has announced an agreement with First Horizon Bank, the banking subsidiary of First Horizon Corp., to expand its wealth management capabilities and solutions by transitioning support of the broker-dealer and investment advisory services of First Horizon Advisors to LPL and its Institution Services platform. 
Pantheon closes its Senior Debt III fund at $5.2b by Elise Mackanych | Apr 9, 2025 Pantheon, a global private markets investor, has announced the closing of Pantheon Senior Debt III (PSD III) and related vehicles, at $5.2 billion.
Barry Schanker joins CIM Group’s private wealth team by Released | Apr 9, 2025 Barry Schanker has been hired as managing director, head of private wealth, to lead CIM Group’s dedicated Private Wealth team.
Prospera Financial Services acquires St. Louis-based Cutter & Co. by Released | Apr 9, 2025 Prospera Financial Services has acquired St. Louis, Mo.–based Cutter & Co., an independent broker-dealer with approximately $2 billion in total client assets, 40 advisers and 12 employees.
Yieldstreet announces automated private markets investing solution, YieldStreet 360 by Released | Apr 8, 2025 Yieldstreet, a private markets investment platform, has announced the upcoming launch of Yieldstreet 360 Managed Portfolios, an automated private markets investing solution.
First Eagle Investment launches Private Credit Fund by Released | Apr 8, 2025 First Eagle Private Credit Fund has announced the launch of its public offering.
GeoWealth plans to provide direct indexing and private investment options by Elise Mackanych | Apr 8, 2025 GeoWealth, a firm partnered with Goldman Sachs Asset Management, plans to provide direct indexing and private investment options by the end of first quarter 2025.
Starwood Capital Group acquires 11 master-planned communities in Texas from Hines by Andrea Zander | Apr 8, 2025 A joint venture between an affiliate of Starwood Capital Group, a global private investment firm with a primary focus on real estate, and an affiliate of Land Strategies Management (DBA Starwood Land), has completed the acquisition of a portfolio of master-planned communities in Texas from Hines for approximately $800 million.
