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.
$10b-plus of AI data center infrastructure investment planned in New York market by Andrea Zander | Sep 2, 2025 More than $10 billion of AI data center infrastructure is planned in the New York data center market by 2030, according to JLL. But the state is under competitive pressure, as adjacent states have been very active recently.
Axxes Capital partners with Greywolf Capital to launch Axxes Opportunistic Credit Fund by Released | Aug 28, 2025 Axxes Capital, a private markets investment firm, has announced the launch of the Axxes Opportunistic Credit Fund, an SEC-registered interval fund designed to offer investors exposure to opportunistic credit including stressed/distressed, special situations, structured credit and hard assets.
Hamilton Point Investments launches $225m HPI Real Estate Fund XV by Elise Mackanych | Aug 28, 2025 Hamilton Point Investments has announced the launch of HPI Real Estate Fund XV, which is seeking to raise nearly $225 million.
Alternative investments now available in unified managed accounts at Wells Fargo by Released | Aug 28, 2025 Wells Fargo’s Wealth and Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (UMA) program.
MAI Capital Management partners with Evoke Advisors by Released | Aug 28, 2025 MAI Capital Management, a registered investment adviser (RIA) has announced it has strategically partnered with Evoke Advisors, a Los Angeles–based RIA.
True North Advisors appoints Jeff Welday as development officer, alternative investments by Released | Aug 28, 2025 True North Advisors, a founder-led registered investment adviser (RIA), serving business owners, entrepreneurs and families with wealth planning, investment management, and transaction advisory services, has announced the appointment of Jeff Welday as chief development officer, alternative investments.
Nearly half of retirement plan participants would invest in private assets, finds Schroders by Released | Aug 26, 2025 According to the Schroders 2025 U.S. Retirement Survey, 45 percent of investors participating in 401(k), 403(b) or 457 workplace retirement savings plans say they would invest in private equity and private debt investments if their plan provided access to these assets — up from 36 percent in 2024.
Andersen adds Thomas Quek and Manny Trelles as managing directors by Released | Aug 26, 2025 Andersen has appointed Thomas Quek and Manny Trelles as managing directors, enhancing the firm’s real estate capabilities across its tax and transaction advisory practices.
NewEdge Wealth expands in Chicago, led by David Chase by Released | Aug 26, 2025 NewEdge Wealth, a registered investment adviser specializing in servicing the needs of ultra-high-net-worth and high-net-worth families, family offices and institutional clients, has announced that a Chicago-based team led by veteran wealth manager David Chase has joined the firm.
Asset managers continue to raise the bar on sustainable investing despite U.S. ESG backlash by Released | Aug 26, 2025 Asset managers continue to raise the bar on sustainable investing despite the recent ESG backlash in the United States, according to the latest findings from Isio’s Sustainable Investment Survey, which reviewed more than 140 funds from approximately 65 asset managers.
Why I’m bullish on retail, shares Brandon Isner, head of U.S. retail research, Newmark by Andrea Zander | Aug 26, 2025 The retail sector has demonstrated remarkable resilience since the great financial crisis, in part due to minimal new construction post-2010 and ongoing reinvestment in well-performing centers, said Brandon Isner, head of U.S. retail research at Newmark, in an interview with IREI.
Google pledges $25b investment in data center, AI infrastructure in the PJM grid by Kali Persall | Aug 25, 2025 In July, tech giant Google announced plans to invest $25 billion in data center and artificial intelligence (AI) infrastructure across the PJM electric grid during the next two years, according to CNBC.
Savills: Global real estate investment volumes remain resilient by Andrea Zander | Aug 25, 2025 Approximately $380 billion was invested in global real estate in first half 2025, largely consistent with the same levels seen in first half 2024 ($376 billion), according to Savills in its latest Takes Stock Global Capital Markets reports.
Affordable housing as an asset class: Insights from Jonathan Rose, founder and CEO by Andrea Zander | Aug 25, 2025 Jonathan F.P. Rose, founder and CEO of Jonathan Rose Cos., has spent decades at the forefront of impact investing with a focus on affordable housing.
