CAIS enterprise technology to power alternative investments across Envestnet, Orion and Vestmark by Released | Oct 28, 2025 CAIS, an alternative investment platform for independent financial advisers, has announced expanded strategic partnerships with Envestnet, Orion and Vestmark.
Insurers look to private market alternative strategies amid global uncertainty by Released | Oct 28, 2025 Insurers are bracing for another year of uncertainty, with inflation once again cited as one of the top macroeconomic risks, according to BlackRock’s 14th annual Global Insurance Report.
QOFs report $436.8 million in Q3 additional equity — Novogradac by Elise Mackanych | Oct 28, 2025 Qualified opportunity funds (QOFs) raised an additional $436.8 million in equity in third quarter 2025, according to Novogradac.
The CIO Group’s 2026 outlook: unprecedented times, exceptional portfolios by Released | Oct 28, 2025 The CIO Group (CIOG) — a new wealth intelligence firm founded by CEO David Bailin and leaders from Citi, JPMorgan, BDT & MSD, and family offices — has released its Outlook 2026, “Unprecedented Times, Exceptional Portfolios.”
Charles Schwab announces branch network expansion with addition of 400 branch-related roles by Released | Oct 28, 2025 Charles Schwab has revealed details of a significant expansion of its branch network, underscoring the firm’s commitment to serve its fast-growing retail client base through a range of channels, including in-person guidance, relationships and service.
Investors are expanding beyond traditional portfolios to diversify and find success — Charles Schwab by Released | Oct 27, 2025 Americans are rethinking what successful investing requires today and believe they need to supplement traditional asset types with new opportunities to further diversify and tailor their portfolios, according to findings from Charles Schwab’s 2025 Modern Wealth Survey.
Blackstone reveals strong third quarter results, with infrastructure returns reaching 19% by Elise Mackanych | Oct 27, 2025 Blackstone has released its third-quarter performance report, which showed credit and insurance strategies accounted for more than half of the firm’s total asset growth. Infrastructure returns reached 19.3 percent year-to-date, marking the strongest returns out of the sectors.
Year-to-date fundraising for alternatives reaches $148b by Elise Mackanych | Oct 27, 2025 Alternative investment fundraising has reached $148.4 billion, as of the end of September, according to Robert A. Stanger & Co.
Government shutdown creates new economic uncertainty, but CRE stability holds by Andrea Zander | Oct 27, 2025 The latest edition of The Chief Economist from BGO notes that while economic uncertainty tied to shifting trade policy has eased, a new challenge has emerged due to the ongoing U.S. government shutdown.
Growing interest in private real estate within retirement plans by Andrea Zander | Oct 27, 2025 There was more than $45 billion in net assets under management from defined contribution capital invested in private real estate as of Dec. 31, 2024, according to the 2025 Private Real Estate in Defined Contribution Survey.
Inland appoints Ella Neyland and Denise Kramer as executives following Keith Lampi departure by Elise Mackanych | Oct 24, 2025 Keith Lampi has stepped down from his executive roles overseeing The Inland Real Estate Group of Companies alternative investment businesses.
Nicola Wealth hires Yannick Archambault and Abi Coman-Walker in leadership roles by Elise Mackanych | Oct 24, 2025 Nicola Wealth has made two senior appointments, naming Yannick Archambault as president of its private wealth division and Abi Coman-Walker as COO.
Affordable housing NOI strengthens as income growth outpaces expenses by Released | Oct 24, 2025 Rising income and decelerating expense growth continue to elevate net operating income (NOI) for fully affordable housing properties in the United States, according to Yardi Matrix data.
Real estate remains a cornerstone of family office portfolios by Andrea Zander | Oct 24, 2025 North America’s wealthiest families are shifting their investment strategies, favoring private credit and real estate over riskier startup ventures, reported Business Insider, citing the North America Family Office Report 2025 by Campden Wealth and RBC Wealth Management.
Switch raises $659m in fourth data center ABS offering by Kali Arevalo | Oct 24, 2025 Switch, a premier provider of artificial intelligence (AI), cloud and enterprise data centers, has closed its fourth asset-backed securities (ABS) offering, raising nearly $659 million and bringing the company’s total ABS issuance to approximately $3.5 billion.
