Latest News

Nuveen has closed Nuveen Real Estate Exchange I, a $58.7 million Delaware Statutory Trust offering backed by three recently built, Class A light industrial properties in Minneapolis. The DST is sponsored by Nuveen Real Estate Exchange, a subsidiary of Nuveen Global Cities REIT, and is designed to give investors a tax-deferred entry point into institutional-quality …

KKR has agreed to acquire the U.S. and Canadian operations of EDF Power Solutions from EDF Group, France’s state-owned utility, in a transaction valuing the equity interest at approximately $4.2 billion, with potential additional payments of up to $390 million. The deal, funded through KKR’s Global Infrastructure strategy, marks the firm’s second acquisition of U.S. …

Galaxy Digital has made a strategic investment in Digital Prime Technologies, the institutional digital asset technology firm behind Tokenet, a lending platform developed in partnership with EquiLend. The investment extends an existing relationship: Galaxy participated as a launch client when Tokenet went live in May 2026. Tokenet applies securities lending workflows, risk controls, and lifecycle …

Peachtree Group, an investment management firm, has partnered with Goldman Sachs Custody Solutions to expand its reach of alternative investment offerings to investors.  Through Goldman Sachs’ custody solutions platform, RIAs will gain access to Peachtree’s investment products, to provide high-net-worth and affluent clients with“streamlined” access to Peachtree’s real estate and credit products.  Additionally, Peachtree’s investment vehicles are accessible through alternative investment platforms, including iCapital, SEI …

KKR has agreed to acquire the U.S. and Canadian operations of EDF Power Solutions from EDF Group, France’s state-owned utility, in a transaction valuing the equity interest at approximately $4.2 billion, with potential additional payments of up to $390 million. The deal, funded through KKR’s Global Infrastructure strategy, marks the firm’s second acquisition of U.S. …

Russell Investments has entered into an agreement to be acquired by an investor consortium led by B Capital and including the California Public Employees’ Retirement System (CalPERS), positioning the global asset manager to expand its technology capabilities and personalized investment solutions. The consortium will acquire Russell Investments from private equity firms TA Associates and Reverence …

The Federal Reserve has unveiled the leadership and objectives of five newly formed task forces designed to sharpen how it conducts monetary policy at a time of heightened economic and technological change. The groups will focus on communications, balance sheet policy, data, productivity and jobs, and inflation frameworks, and are co-led by a mix of …

Executive Summary SpaceX’s record-breaking $25 billion investment-grade bond offering was initially hailed as another milestone in the AI infrastructure investment boom. With nearly $89 billion in investor orders, the transaction demonstrated that institutional appetite for marquee AI-related issuers remains exceptionally strong. Yet the celebration was short-lived. Record Demand Meets a Harsh Market Reality SpaceX made …

The retirement and wealth management division of Alliant Insurance has acquired Retirement Solution Group, marking its first transaction since launching last month.  Through the acquisition, which was made through Alliant Retirement Consulting, Retirement & Wealth at Alliant will gain broader access to the firm’s retirement solutions, which are targeted towards small and mid-sized businesses.  The acquisition marks the unit’s first transaction since launching last month. The new line of business addresses …

Waterloo Capital, L.P., a registered investment adviser based in Austin with nearly $2.3 billion in assets under management, announced it has acquired an equity stake in Ironclad Wealth, an Austin-based advisory practice. The two firms officially joined forces on July 1 and will operate under the Waterloo Capital name. The partnership is designed to provide …

KKR has agreed to acquire the U.S. and Canadian operations of EDF Power Solutions from EDF Group, France’s state-owned utility, in a transaction valuing the equity interest at approximately $4.2 billion, with potential additional payments of up to $390 million. The deal, funded through KKR’s Global Infrastructure strategy, marks the firm’s second acquisition of U.S. …

Canada Pension Plan Investment Board (CPP Investments) has committed $1.75 billion (C$2.4 billion) to support EQT’s artificial intelligence infrastructure strategy centered on global data center developer and operator EdgeConneX. The investment expands CPP Investments’ exposure to digital infrastructure, a sector benefiting from rapidly growing demand for cloud computing, artificial intelligence and enterprise data processing. The …

Global personal wealth climbed 10.8% in 2025, marking its strongest annual increase in three years as financial markets, currency movements and expanding investable assets fueled gains across major economies, according to the 17th edition of the UBS Global Wealth Report. The increase, measured in U.S. dollar terms, more than doubled the pace recorded in 2024 …

The Federal Reserve has unveiled the leadership and objectives of five newly formed task forces designed to sharpen how it conducts monetary policy at a time of heightened economic and technological change. The groups will focus on communications, balance sheet policy, data, productivity and jobs, and inflation frameworks, and are co-led by a mix of …

Figure Technology Solutions is making a bold move to expand its blockchain-based capital markets platform, announcing a $717 million agreement to acquire Kiavi, an AI-powered lending platform serving residential real estate investors. The deal includes a joint venture with Sixth Street to purchase loans off Kiavi’s balance sheet. Kiavi has spent 13 years building a …

Moomoo is expanding its cryptocurrency trading business into Texas while introducing a new feature that allows U.S. users to transfer digital assets directly between external wallets and their platform accounts. The global investment and trading platform said Texas-based investors can now trade 52 cryptocurrencies through Moomoo Crypto with zero commissions and transaction fees as low …

The Schwab Trading Activity Index rose to a multi-year high of 59.12 in June, up 7.33% from 55.08 in May, as retail investors on the Schwab platform used mid-month market pullbacks as buying opportunities. Net buys outpaced net sells by more than two to one, with the heaviest buying concentrated during the market retreats in …