Adams Street survey signals optimism for private markets by Released | Mar 26, 2025 Adams Street Partners, a private markets investment management firm, has released its 2025 Global Investor Survey, highlighting optimism among institutional investors and financial advisers regarding private markets.
CPREX enters senior housing market with Class A offerings in Boulder Creek, Colo. by Released | Mar 26, 2025 Franklin Templeton and its investment manager, Clarion Partners, have announced Clarion Partners Real Estate Income Fund (CPREX)’s entry into the senior housing sector through a debt investment in The Pearl at Boulder Creek, a 116-unit, 165,900-square-foot property in Boulder, Colo.
AlphaCore Wealth and Callan Capital partner to launch AlphaCore Family Office Services by Released | Mar 26, 2025 AlphaCore Wealth Advisory, an independent registered investment advisory firm, has announced its merger with Callan Capital, a San Diego-based wealth management firm overseeing $2.4 billion in assets under advisement.
Charles River and iCapital partner to form UMA portfolio solution by Elise Mackanych | Mar 26, 2025 State Street’s Charles River Development Wealth Solution and iCapital have announced a partnership to launch a unified managed account (UMA) solution.
Hamilton Lane partners with Dalan Real Estate to acquire $74m in New York City multifamily assets by Released | Mar 26, 2025 Hamilton Lane, a global private markets investment management firm, announced an investment in a portfolio of four multifamily assets in lower Manhattan.
U.S. wealth managers look to add alternative investments to their portfolios by Elise Mackanych | Mar 26, 2025 Above political, economic, technological and business challenges, more than 59 percent of fund selectors from U.S. wealth management firms point to high valuations and inflation as their major concerns in 2025, according to a survey from Natixis Investment Managers.
The office sector looks up after five years of struggle by Elise Mackanych | Mar 26, 2025 The office sector is finally looking up, after a few low years post-pandemic.
Edward D. Jones & Co. reduces its branch office footprint by Elise Mackanych | Mar 25, 2025 Edward D. Jones & Co. has announced a 5 percent reduction of its branches, from almost 16,000 down to 15,200.
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.
