FINTRX: 7.2%of independent RIAs actively invest in ESG by Released | Jul 13, 2026 FINTRX has found 7.2 percent of independent registered investment advisers are active environmental, social and governance (ESG) investors, based on an analysis of 12,895 firms nationwide.
Global Wealth Report 2026: Global wealth rose more than 10% in 2025 by Released | Jul 13, 2026 Global personal wealth increased 10.8 percent in U.S. dollar terms in 2025, accelerating from growth of 4.6 percent in 2024 and 4.2 percent in 2023. Europe, the Middle East and Africa recorded the strongest growth at 17.5 percent, followed by the Americas at 8.5 percent and Asia Pacific at 5.9 percent.
F.L.Putnam acquires Seascape Capital Management by Released | Jul 13, 2026 F.L.Putnam Investment Management Co. has acquired Seascape Capital Management.
Summitry appoints Alex Katz and Conor Wilkes as co-CEOs by Released | Jul 13, 2026 Summitry, a Bay Area RIA that provides personalized financial planning and investment strategies that are rooted in local insight, has appointed Summitry president Alex Katz and COO Conor Wilkes to the roles of co-CEOs.
Capital Square Fully subscribes Richmond active-adult DST offering by Released | Jul 13, 2026 Capital Square has fully subscribed CS1031 Richmond Active Living Apartments, DST, a Regulation D private placement offering that raised equity from 108 investors.
CoreCivic sells two detention facilities for $1.5b by Released | Jul 13, 2026 CoreCivic has sold two detention facilities for $1.5 billion.
Carson Group welcomes Pinnacle Wealth Management team to the Carson Wealth Office in Roseville, Calif. by Released | Jul 10, 2026 Carson Group, a wealth advisory firm with more than $60 billion in assets under management (AUM), have announced the acquisition of Pinnacle Wealth Management, a California-based advisory firm led by managing partners and wealth advisers Jack Zboralske and Kenyon Lederer.
MSCI and UBS announce strategic partnership to bring greater transparency to private markets by Released | Jul 10, 2026 MSCI Inc. and UBS Group AG have announced a strategic partnership aimed at advancing transparency across private markets.
Ballast Rock Asset Management names Michael Welch head of investor relations and capital formation by Released | Jul 10, 2026 Ballast Rock Asset Management, a diversified alternative investment manager, has announced that it has appointed Michael G. Welch, as head of investor relations and capital formation.
BetaNXT and CAIS partner to unlock alternatives at scale across the BetaNXT Network by Released | Jul 10, 2026 BetaNXT, a provider of wealth management technology solutions with real-time data capabilities, and CAIS, an alternative investment platform for financial advisers, has announced a strategic partnership that connects BetaNXT network firms to CAIS' alternatives capabilities across the full trade lifecycle, improving access to alternatives and streamlining workflows within firms' existing operating models.
Ellavoz Impact Capital, Allivate Impact Capital join forces to scale high-impact opportunity zone investments by Released | Jul 10, 2026 Ellavoz Impact Capital and Allivate Impact Capital announced a strategic collaboration to originate and execute high-impact opportunity zone (OZ) commercial real estate investments across the United States, targeting attractive returns alongside measurable social impact.
Prairie Wealth Advisors names Mike Finnegan CIO by Released | Jul 9, 2026 Prairie Wealth Advisors, a registered investment adviser (RIA) providing families with personalized investment management and wealth planning, has announced the hire of Mike Finnegan as chief investment officer (CIO).
Uncorrelated launches U-Alts, a diligence-enabled alternative investment platform for its growing LP investor network by Released | Jul 9, 2026 Uncorrelated, an ecosystem for alternatives, launched U-Alts, a diligence-enabled alternative investment platform for its growing network of LP investors and the fund managers they evaluate, as private wealth moves into alternatives.
Nuveen’s Sayuri Khandavilli: AI adoption depends on systems thinking by Andrea Zander | Jul 9, 2026 While many organizations are accelerating adoption, the real differentiator is not the tools themselves, but how people think about and organize information. The biggest hurdle is not access to artificial intelligence (AI); it is mindset.
Sabey Data Center Properties welcomes strategic investment from Ares by Released | Jul 9, 2026 Sabey Corp. and National Real Estate Advisors have announced that Ares Secondaries funds have made a minority equity investment in Sabey Data Center Properties, an owner, developer and operator of data centers across the United States.
