Tema Endowment ETF set to include private markets in portfolio offerings by Elise Mackanych | Feb 13, 2025 The Tema Endowment ETFÂ is planning to launch a diversified investment strategy to include private markets.
Independent Advisor Solutions partners with Apollo to provide a wider range of investment options by Released | Feb 13, 2025 Independent Advisor Solutions, a wholly owned subsidiary of Wellington-Altus Financial, has announced the next phase in its exclusive retail partnership with Apollo, a leading provider of alternative assets and retirement solutions.
Hightower Advisors appoints Larry Restieri as CEO by Released | Feb 12, 2025 Hightower Advisors announced that Larry Restieri will become its next CEO and a member of the board of directors, effective in spring 2025.
TIFIN AMP announces partnership with Ares Wealth to launch global private wealth platform by Elise Mackanych | Feb 12, 2025 TIFIN AMP has formed strategic relationship with Ares Wealth Management Solutions.
Bloomberg announces partnership and investment with Daphne Technologies by Released | Feb 12, 2025 Bloomberg has formed a strategic partnership with, and investment in, Daphne Technologies.
Ingka Investments has committed $50m to Vistria’s affordable housing fund by Released | Feb 12, 2025 Ingka Investments, the investment arm of Ingka Group, today announced a $50 million investment in The Vistria Group (Vistria) Real Estate Housing strategy that focuses on preserving, improving and producing affordable housing across the United States.
TCW’s Iman Brivanlou on REITs in 2025: Opportunities, challenges, and market outlook by Andrea Zander | Feb 12, 2025 Iman Brivanlou, head of income equities at TCW, discusses his outlook for REITs for 2025 and where he sees opportunities in the new year.
Veris Wealth Partners elevates chief advisory officer, completes planned CIO succession by Released | Feb 11, 2025 Veris Wealth Partners has announced the designation of Jane Swan, CFA, as chief advisory officer and Roraj Pradhananga as CIO. Both are Veris partners.
Gresham Partners promotes Irene Zhang to investment director by Released | Feb 11, 2025 Gresham Partners has promoted of Irene Zhang to investment director.
EQT introduces EQT Nexus Infrastructure by Released | Feb 11, 2025 EQT has introduced EQT Nexus Infrastructure.
Apollo Global Management to launch a private credit marketplace by Elise Mackanych | Feb 11, 2025 Apollo Global Management has announced that it plans to build a marketplace for private credit transactions, according to Bloomberg.
Former Truist advisors launch their own venture, Aria Wealth Partners by Elise Mackanych | Feb 11, 2025 Former Truist advisers have left the bank and brokerage firm to begin Aria Wealth Partners, according to Securities and Exchange Commission records.
ADISA announces president-elect Matthew Iak for 2026 by Elise Mackanych | Feb 11, 2025 The Alternative & Direct Investment Securities Association (ADISA) has appointed Matthew Iak as president-elect for 2026, according to a LinkedIn post on Feb. 7.
NewSpring Wealth Partners launches as an independent RIA by Released | Feb 11, 2025 NewSpring Wealth Partners is proud to announce its launch as an independent registered investment adviser (RIA).
Madison Capital Markets closes $21m self-storage DST by Elise Mackanych | Feb 11, 2025 Madison Capital Markets Group has closed the $21 million Go Store It Self-Storage DST (Delaware Statutory Trust), according to a statement from the firm.
