Wellspring Financial Advisors rebrands as Wellspring Family Office by Released | Sep 9, 2025 Wellspring Financial Advisors has rebranded as Wellspring Family Office, a change that represents the firm’s holistic approach to serving multigenerational families.
Franklin Templeton names Daniel Gamba chief commercial officer as it accelerates efforts to enter alternatives by Released | Sep 9, 2025 Franklin Resources has announced the appointment of Daniel Gamba as chief commercial officer, overseeing global sales, marketing and product strategy, effective Oct. 15, 2025.
Kroll and StepStone Group launch private credit benchmarks by Released | Sep 9, 2025 Kroll, an independent provider of global financial and risk advisory solutions, and StepStone Group, a global private markets solutions provider, has announced the launch of the Kroll StepStone Private Credit Benchmarks.
Cantor Fitzgerald launches new gold-protected bitcoin fund by Released | Sep 9, 2025 Cantor Fitzgerald Asset Management (CFAM) has announced the launch of the Cantor Fitzgerald Gold Protected Bitcoin Fund, a structured investment product that combines bitcoin’s growth potential and adoption with gold-based downside protection.
Christopher Hogbin joins Lazard Asset Management as CEO by Released | Sep 9, 2025 Lazard has announced Christopher Hogbin has been appointed CEO of Lazard Asset Management, effective December 2025.
Goldman Sachs and T. Rowe Price collaborate to deliver public-private investment solutions by Released | Sep 8, 2025 Goldman Sachs and T. Rowe Price have announced a strategic collaboration aimed at delivering a range of diversified public- and private-market solutions designed for the unique needs of retirement and wealth investors.
Schroders: Diversification is key for navigating uncertainty in the private markets by Kali Persall | Sep 8, 2025 Amid persistent uncertainty related to ongoing trade and geopolitical tensions, the return and resilience potential of private markets has arguably never been more valuable for investors, according to Schroders’ Private Markets Investment Outlook Q3 2025: How to navigate uncertainty.
ExchangeRight’s income REIT strategy now available on iCapital Marketplace by Released | Sep 8, 2025 ExchangeRight has announced that its income REIT strategy is now live and available on the iCapital Marketplace, a fintech platform for alternative investments.
U.S. job growth shows little change in August by Andrea Zander | Sep 8, 2025 U.S. job growth was minimal in August, with nonfarm payrolls increasing by 22,000, the Bureau of Labor Statistics (BLS) reported.
Retail sector sees first major pullback since pandemic by Andrea Zander | Sep 8, 2025 After four years of steady tenant demand, the retail sector hit a turning point in the first half of 2025, according to Marcus & Millichap.
Merrill Wealth Management and Bank of America Private Bank launch alternative investments program to UHNW clients by Released | Sep 5, 2025 Merrill Wealth Management and Bank of America Private Bank have announced the launch of the Alts Expanded Access Program, a new private market program available to ultra-high-net-worth (UHNW) clients with a net worth of $50 million or more.
Northern Trust appoints Michael Hunstad as president of asset management business by Released | Sep 5, 2025 Northern Trust has announced that Michael Hunstad has been appointed as president of Northern Trust Asset Management (NTAM), effective immediately, replacing Daniel Gamba.
Launny Steffans joins Stifel as vice chairman of asset management by Released | Sep 5, 2025 Stifel Financial has announced that Launny Steffens, a veteran financial services leader credited with helping build Merrill Lynch’s retail business, will join the firm as vice chairman of asset management.
Corent acquires Breed’s Hill Capital by Released | Sep 5, 2025 Corient, a wealth management firms, has announced it has acquired Breed’s Hill Capital, a Boston-based multi-family office with approximately $3.5 billion in assets under management.
Citi Wealth selects BlackRock for new portfolio offerings by Released | Sep 4, 2025 Citi Wealth has announced the selection of BlackRock to create a new portfolio offering for its clients — Citi Portfolio Solutions powered by BlackRock.
