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Alternative Investments

12/24/2025

Ares CEO signals large-scale private equity acquisition

He suggested that a larger, more diversified private equity franchise will become increasingly important as defined contribution schemes expand access to alternatives.

12/23/2025

Florida insurer recognises Gallagher Re

Stephen Weinstein, Mangrove’s chief executive, said: “Mangrove was built on the belief that strong partnerships create strong outcomes.

12/23/2025

Integrated Partners, RFG, and Coldstream hail 2025 growth records

The firm reported $23.8 billion in assets under advisement as of September 30.

12/22/2025

Wealth Enhancement Pens 3 Deals; EP Wealth Expands in Phoenix

In addition, MCF Advisors makes its first acquisition since the WPCG stake and DayMark sells a minority stake to Constellation.

12/22/2025

Bullish Equity Analyst Consensus Is a Worry for Some Investors

Such lockstep views are generally considered a contrarian signal — when everyone’s leaning the same way, the imbalance often rights itself.

12/22/2025

Trian, General Catalyst to Buy Janus Henderson for $7.4B

Trian already owns 20.6% of Janus Henderson’s shares.

12/22/2025

Coherent Solutions closes strategic investment led by IceLake

The company builds and modernizes digital products and platforms for growing scale-ups and established global brands.

12/19/2025

Bank of America Says Investors Dangerously Low on Cash, Triggering Ominous Signal for Markets

Current levels are well beneath that threshold, the report notes.

12/18/2025

Blackstone and Phoenix Financial Announce Partnership

Under the agreement, Phoenix and Blackstone will collaborate across a range of credit strategies

12/18/2025

Man Group Expands US Wealth Offering with Launch of Two Additional ETFs

The actively managed Funds, which will be listed today on Nasdaq, seek to provide capital growth over the medium to long-term and bring the firm’s ETF offering in the US wealth market to four Funds.

12/18/2025

OnePoint BFG Wealth Partners Achieves Major Growth Milestones, Adds to Leadership Bench and Expands National Platform in 2025

OnePoint BFG also successfully executed a comprehensive rebrand designed to strengthen advisor alignment, culture and client experience.

12/17/2025

Bluerock real estate fund debuts on NYSE and slides sharply

The fund now trades with the ticker symbol BPRE.

12/17/2025

Mercer Advisors Expands in Idaho With Addition of McConnell Financial Advisors

Female-led firm broadens $90B RIA’s reach across Boise and Sun Valley, advancing a personalized approach designed to empower women to achieve financial freedom

12/16/2025

Goldman Sachs, T. Rowe Debut First Four Joint Models

The model portfolios combine mutual funds and ETFs and are geared toward mass affluent and high-net-worth investors.

12/12/2025

Global equity funds draw largest weekly inflow in five weeks

Investors acquired global equity funds of a net $12.9 billion, the highest for a week since $22.72 billion net additions in the week through November 5.

12/10/2025

360 Financial Celebrates 30 Years as Fiduciary, Award-Winning Wealth Management Firm in Minnesota

360 Financial has been honored with multiple awards including Forbes Best-in-State Wealth Advisors

12/09/2025

Engel & Völkers Reveals Lifestyle Priorities Are Shaping Global Investment and Migration Trends

The global experts at Engel & Völkers Private Office anticipate that lifestyle factors will continue to shape residency decisions of UHNWIs in the coming years.

12/08/2025

Bank of America says this corner of the market is the best 'run-it-hot' trade for investors in 2026

"We say long commodities the best 'run it hot' trade in '26, and long despised oil/energy without question the best 'run-it-hot' contrarian trade," the team said.

12/08/2025

Retail investors who have a significant stake must be disappointed along with institutions after Stockland's (ASX:SGP) market cap dropped by AU$507m

Every investor in Stockland should be aware of the most powerful shareholder groups. With 52% stake, retail investors possess the maximum shares in the company.

12/05/2025

Smartleaf Asset Management Surpasses $6.75 Billion in Assets Under Management

SAM represents a new type of sub-advisor, a new type of TAMP.

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Family offices double down on stocks and private equity even as inflation spurs worry, Citi survey finds

09-25-2026

Brookfield Corporation Announces Pricing of $600 Million Notes Due 2031

09-22-2026

Corient Expands to Cayman Islands with Acquisition of FortCay Family Office Advisory

09-24-2026

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

09-22-2026

Skybound Wealth picks Savills as top property partner

09-23-2026

Beta Wealth Group Expands With New CPA-Led Tax & Accounting Firm

09-22-2026

Fieldpoint Private Announces Successful Capital Raise

09-24-2026

Hightower Announces Leadership Appointments to Support Next Phase of Growth

09-22-2026

HCLTech launches first-of-its-kind AI-based synthetic research study for the global wealth management industry

09-29-2026

Broadridge Appoints Theo Golden as Head of Tokenized Product, International

09-29-2026

Northwestern Mutual Launches Family Office Services

09-29-2026

The Great Wealth Transfer Could Become a Great Wealth Mirage

09-29-2026

Waverly Advisors Acquires Heartwood Wealth Advisors

09-29-2026

Apriem Advisors Earns Three National and Regional Recognitions in 2026

09-29-2026

Maine Community Bank Partners with Cetera Financial Institutions to Support Growth of Its Wealth Management Program

09-29-2026

Raymond James launches guided portfolios for high-net-worth advisor market

09-29-2026

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