Wedbush bolsters NYC wealth management team with appointment of Kurt Ryden as managing director by Released | Mar 19, 2026 Wedbush Securities, a diversified financial services firm, has announced the appointment of Kurt Ryden as managing director, investments, within its wealth management division.
When housing policy becomes political theater: The 21st Century ROAD to Housing Act by Geoffrey Dohrmann | Mar 19, 2026 Last week, the U.S. Senate passed the 21st Century ROAD to Housing Act by an overwhelming bipartisan margin. At first glance, that alone should inspire confidence. Housing affordability is one of the most pressing economic and social challenges in the country, and Congress rarely agrees on anything — let alone something this consequential.
LPL Financial welcomes Consilium Wealth by Released | Mar 19, 2026 LPL Financial has announced that advisers Stephen Horvath, Brady Doe and David Hermann have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform to form Consilium Wealth.
Walton Global announces senior leadership hires in capital markets by Released | Mar 19, 2026 Walton Global, a land asset management and global real estate investment firm, has announced the appointments of Grace Garby as senior vice president, capital markets – Northeast and Jonathan Dease as executive vice president, national accounts.
Perigon Wealth Management adds three more partners through path to partnership program by Released | Mar 18, 2026 Perigon Wealth Management, an independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 2025, has announced three more team members have completed the firm's innovative Path to Partnership Program.
Nuveen’s EQuilibrium Global Institutional Investor Survey: Institutional Investors identify AI, energy transition and deglobalization as key megatrends reshaping investment strategy by Released | Mar 18, 2026 Institutional investors worldwide are recalibrating their investment approaches as three powerful megatrends — artificial intelligence (AI), energy transition and deglobalization — reshape the global economic landscape, according to preview results from Nuveen’s sixth annual EQuilibrium Global Institutional Investor Survey.
Canopy Real Estate Partners closes $75m inaugural real estate fund by Released | Mar 18, 2026 Canopy Real Estate Partners has held a final close of its $75 million inaugural real estate fund.
Walton Global launches U.S. Land Fund for international investors by Released | Mar 18, 2026 Walton Global has launched U.S. Land Income & Growth Fund for offshore investors.
Clarion Partners Real Estate Income Fund (CPREX) expands healthcare exposure by Released | Mar 18, 2026 Franklin Templeton and Clarion Partners have announced Clarion Partners Real Estate Income Fund Inc.’s acquisition of three healthcare real estate properties across Texas, Florida and Colorado.
Edelman Financial Engines launches transformative firmwide planner ownership program by Released | Mar 17, 2026 Edelman Financial Engines (EFE) has announced the transformational expansion of its employee equity ownership with a $175 million equity distribution to the firm’s financial planners.
Alan Flanagan joins U.S. Bank as head of global investment services by Released | Mar 17, 2026 U.S. Bank has announced that veteran securities executive Alan Flanagan has joined the bank as head of Global Investment Services, a division comprising Global Fund Services and Global Corporate Trust.
Legacy Ridge Private Wealth joins LPL Strategic Wealth by Released | Mar 17, 2026 LPL Financial has announced that financial advisers Frank Boley and Susie Garber-Johnson have launched a new independent practice, Legacy Ridge Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth.
Easterly Asset Management to acquire Olstein Capital Management’s fund management business by Released | Mar 17, 2026 Easterly Asset Management, home to investment teams providing investors with a portfolio of solutions across alternatives, active equity and active fixed income, has announced that it has entered into an agreement with Olstein Capital Management to acquire the fund management business of Olstein.
Fortress Investment Group launches new 1031 real estate exchange investment platform by Released | Mar 17, 2026 Fortress Investment Group has announced the launch of Fortress Real Estate Exchange, a new 1031 exchange platform designed to provide advisors and their clients with access to institutional‑quality real estate investments through Delaware Statutory Trusts (DSTs).
Sale-leaseback market gains momentum in 2025 as M&A activity returns by Released | Mar 16, 2026 SLB Capital Advisors reported U.S. sale-leaseback transaction activity rebounded in 2025, driven by improving merger and acquisition (M&A) markets and renewed corporate demand for alternative sources of capital.
