CAIS releases its new marketplace for alternative investments by Released | Mar 25, 2025 CAIS, an alternative investment platform for financial advisers, has introduced CAIS Models Marketplace, a centralized hub developed to streamline access to alternative investment model portfolios.
Ameriprise CEO James Cracchiolo earns $56.1m in 2024 amid record earnings by Andrea Zander | Mar 25, 2025 For the fifth consecutive year, Ameriprise CEO James Cracchiolo earned more than $50 million, according to the Star Tribune.
LPL Financial CEO Rich Steinmeier sets sights on competing with industry giants by Andrea Zander | Mar 25, 2025 Rich Steinmeier, nearly six months into his role as CEO of LPL Financial, has plans to have the firm compete with major firms like Merrill Lynch, Morgan Stanley and Charles Schwab, according to Barron’s. Steinmeier aims to position LPL as “the unparalleled leader in wealth management” by enhancing support for financial advisers. With 29,000 advisers […]
Dominick Carlino appointed to the Real Assets Adviser editorial advisory board by Andrea Zander | Mar 25, 2025 Dominick Carlino has been appointed to the Real Assets Adviser editorial advisory board along with the addition of PGIM Investments as a sponsoring firm.
Inflation is expected to decrease, even as U.S. economy sees rising net worths and consumer spending by Elise Mackanych | Mar 24, 2025 Disinflationary forces should prevail in 2025, said Ryan Severino, chief economist and head of research at BGO, at the firm’s Market Outlook & Insights presentation in San Francisco in early March. The word ‘should’ is key in this context, for the uncertainty in geopolitical and economic outcomes make this statement a probability, but not quite a reality.
JPMorgan renames its DEI department to DOI by Elise Mackanych | Mar 24, 2025 JPMorgan Chase & Co. has changed the name of its DEI (diversity, equity and inclusion) program to DOI (diversity, opportunity and inclusion) amid political pressure by the Trump administration.
iA Private Wealth announces changes to its Elite Unified Managed Account Program by Released | Mar 24, 2025 iA Private Wealth, a subsidiary of iA Financial Group, has announced enhancements to its Elite Unified Managed Account Program.
Commercial real estate remains attractive in 2025 by Elise Mackanych | Mar 24, 2025 Commercial real estate (CRE) is proving to be a popular asset class in 2025, according to a survey from CBRE.
FINRA reviews its process to streamline capital raising by Elise Mackanych | Mar 24, 2025 The Financial Industry Regulator Authority (FINRA) has announced a review of its rules and regulations.
David Bitner, Newmark, on the future and trends in office real estate by Andrea Zander | Mar 21, 2025 As the office real estate sector continues to evolve in the wake of the pandemic, industry leaders and investors are closely analyzing trends that will shape its future. David Bitner, executive managing director of global research at Newmark, offers a comprehensive assessment of the sector’s challenges and opportunities, providing insights into what lies ahead for office markets.
Pantheon raises $1.1b for latest GP-led private equity secondaries program by Released | Mar 21, 2025 Pantheon has held a final close for its Pantheon Secondary Opportunities Fund II.
LPL welcomes $275m team from Ameriprise by Released | Mar 21, 2025 LPL Financial announced that financial advisors Larry Hubbard, Craig Conner and Jade Maasch have joined LPL Financial’s broker-dealer, registered investment advisor (RIA) and custodial platforms.
Shopoff Realty Investments acquires 13.75-acre property in Buena Park, Calif. by Released | Mar 21, 2025 Shopoff Realty Investments, in partnership with a national home builder, has acquired a 13.75-acre property in Buena Park, Calif.
Investors broaden their reach in private market allocations, says Nuveen survey by Andrea Zander | Mar 21, 2025 Institutional investors globally are pivoting to more of a risk-on posture, seeking new opportunities in niche markets as macro conditions shift. Capturing the views of the largest investors in the world with participation of 800 institutions representing $19 trillion in assets under management, Nuveen’s EQuilibrium Global Institutional Investor Survey examines how evolving perspectives on market, geopolitical and climate-related issues are influencing asset allocation decisions.
Hamilton Lane offers first-ever infrastructure evergreen fund to retail investors by Released | Mar 20, 2025 Hamilton Lane has launched HLPIF on the global investment platform Republic.
