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Citizen Energy Ventures, an owner and operator of oil and gas assets, said all eight wells tied to its Citizen Energy 2025 Drilling Fund are producing as the company continues its drilling program in Oklahoma’s Anadarko Basin. The 2025 fund is now substantially complete. Launched in late October 2025, the fund participated in a drilling …

Hedge funds posted mixed results in September, with gains among macro and commodity trading adviser strategies failing to offset losses elsewhere. The HFRI Fund Weighted Composite Index declined 0.7%, extending a choppy stretch of performance since July, according to HFR. Despite the monthly setback, the composite remained up 7.13% through September as inflation and geopolitical …

Wellesley Hills Financial, a digital investment bank, which serves the lower- to upper-middle market, has launched an advisory practice.  The unit, named WHF Fintech & Payments Institute, provides services to fintech, payments, and B2B software companies.  The Institute team includes senior advisor O.B. Rawls, founding team lead Mark Bishopp, founder and managing member Adam Hark, …

Bitwise Asset Management has brought its crypto model portfolios to Vise Technologies, Inc., making them available to wealth firms using a platform that serves more than 135,000 accounts and has over $140 billion in platform assets. The rollout gives advisors a way to include crypto exposure within a client’s broader portfolio of stocks, bonds and …

Crescent Energy has agreed to acquire Devon Energy’s Eagle Ford assets for an estimated net purchase price of $3.85 billion, expanding its South Texas production base and drilling inventory through properties adjacent to its existing operations. The transaction carries a headline price of approximately $4.2 billion. Crescent’s estimated net price reflects purchase-price adjustments based on …

Corporate carve-outs are gaining momentum as companies reassess whether individual divisions, brands and business lines belong inside broader organizations, according to investment bank DC Advisory. The firm counted 1,025 announced global carve-outs and spin-offs in the first four months of 2026, an 18% increase from the same period a year earlier. The activity signals a …

Executive Summary The repricing of the U.S. yield curve has changed the near-term rate outlook without materially altering long-run inflation expectations. In the United States, the markets are pricing roughly another 50-75 basis points of tightening over the next 12 months, while the implied long-horizon inflation rate remains close to 2.06%. That distinction matters as …

The Securities and Exchange Commission has proposed a package of rule changes aimed at widening individual investors’ access to private-market strategies through regulated investment vehicles.  The proposals are part of the SEC’s effort to promote what Chairman Paul Atkins called the “responsible retailization” of private markets. The agency said demand for private market investments is …

LPL Financial has added a financial advisor that manages roughly $580 million in advisory, brokerage, and retirement plan assets, to its independence model.  Managing director and private wealth advisor Nick Economos, has joined LPL Independent Advisor Network from Merrill Lynch to launch Danville, CA-based Economos Private Wealth which aims to provide wealth management services for …

Hightower Naples, a Naples, Florida-based wealth management practice with about $1.1 billion in assets under management, has joined The Bahnsen Group, a Hightower company, and will operate under the TBG brand. Hightower Naples is the first existing Hightower advisory practice to join TBG under Hightower’s flagship franchise model. The move gives TBG its second Florida …

Citizen Energy Ventures, an owner and operator of oil and gas assets, said all eight wells tied to its Citizen Energy 2025 Drilling Fund are producing as the company continues its drilling program in Oklahoma’s Anadarko Basin. The 2025 fund is now substantially complete. Launched in late October 2025, the fund participated in a drilling …

Orion Infrastructure Capital and Liberty Mutual Investments, the investment arm of Liberty Mutual Group, have expanded their long-term partnership and launched a credit income strategy focused on middle-market infrastructure debt originated across OIC’s platform. Under a long-term investment management agreement, LMI has the option to deploy up to $750 million. The firms have jointly committed …

Moody’s Corp. and Allvue Systems have launched a credit risk model designed to give private credit investors and lenders earlier warning of borrower stress, including covenant waivers and payment-in-kind arrangements that can precede missed payments or defaults. The Moody’s Analytics EDF-X Private Credit Model separately estimates the likelihood of “hard” credit events, such as missed …

Single-tenant net lease capitalization rates reached their highest level in more than a decade during the third quarter, as rising borrowing costs pressured pricing while buyers continued to favor properties with strong tenants and long leases. Overall cap rates increased 10 basis points to 6.92%, according to The Boulder Group’s third-quarter 2026 research report. It …

Bitwise Asset Management has brought its crypto model portfolios to Vise Technologies, Inc., making them available to wealth firms using a platform that serves more than 135,000 accounts and has over $140 billion in platform assets. The rollout gives advisors a way to include crypto exposure within a client’s broader portfolio of stocks, bonds and …

Tether and London-based Fasanara Capital have launched StableFund, an evergreen private credit vehicle backed by $400 million in sponsor co-investment and designed to raise as much as $3 billion from outside institutional investors. The fund will invest in short-duration, asset-backed credit opportunities sourced through Fasanara’s global fintech lending network. Its strategy will focus on financing …

Corporate carve-outs are gaining momentum as companies reassess whether individual divisions, brands and business lines belong inside broader organizations, according to investment bank DC Advisory. The firm counted 1,025 announced global carve-outs and spin-offs in the first four months of 2026, an 18% increase from the same period a year earlier. The activity signals a …

Bruce Markets plans to extend U.S. equity trading through weekends, a move that would give investors access to selected stocks and exchange-traded funds 24 hours a day, seven days a week if regulators approve the initiative. The Chicago-based operator of Bruce ATS said it has secured strategic investments led by majority owner PEAK6 Investments and …