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Voya Financial is expanding access to private market investments within its Advisor Managed Accounts (AMA) program, allowing registered investment advisors to incorporate private assets into professionally managed retirement portfolios for defined contribution plan participants. The enhancement builds on Voya’s Primary Plus platform, introduced to enable third-party RIAs offering managed account programs through Voya to provide …

Partners Group’s infrastructure secondaries strategy has committed $250 million to a continuation vehicle established by Avenue Capital Group to hold a global commercial aviation leasing portfolio — one of the largest transportation transactions Partners Group’s infrastructure secondaries strategy has completed to date. Partners Group is the sole lead investor in the approximately $360 million vehicle, …

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 …

Registered investment advisor firm Choreo has acquired the assets of Wilmette, Ill-based Resource Financial Group. Resource Financial Group oversees approximately $700 million in client assets. The firm, founded in 1996, provides wealth management services, including financial planning, retirement planning, and insurance solutions to high-net-worth clients, including business owners and families.  The eight-person team is led by wealth managers Peter Maris and Brian Pugal. The team is also supported by a six-person client service team led by …

Carson Group has acquired a Kentucky-based wealth management firm, bolstering the firm’s footprint in the Northern Kentucky market.  Covington, KY-based FFR Wealth Team, which is led by managing partners and wealth advisors Shelley Funke Frommeyer and Scott Reynolds, manages about $201 million in assets.  As part of the acquisition, FFR Wealth Team, which initially started its affiliation with Carson as an independent office in 2018, has …

U.S. wholesale inflation followed the example of consumer price inflation in June with a monthly decline. The Producer Price Index for final demand fell by a seasonally adjusted 0.3% in June after rising 1.1% the previous month, the U.S. Bureau of Labor Statistics reported Wednesday. Analysts had expected the June figure to be in line …

Executive Summary The war in Iran has scrambled traditional views of safety in fixed income, pushing investors out of long‑duration Treasuries and broad investment‑grade benchmarks and into floating‑rate, senior‑secured credit. From February 28 through early July, the Invesco Senior Loan ETF (BKLN) returned just over 3% on a total‑return basis, compared with losses of about …

Registered investment advisor firm Choreo has acquired the assets of Wilmette, Ill-based Resource Financial Group. Resource Financial Group oversees approximately $700 million in client assets. The firm, founded in 1996, provides wealth management services, including financial planning, retirement planning, and insurance solutions to high-net-worth clients, including business owners and families.  The eight-person team is led by wealth managers Peter Maris and Brian Pugal. The team is also supported by a six-person client service team led by …

LPL Financial has added a financial advisor who manages $380 million in advisory, brokerage, and retirement plan assets from Wells Fargo Advisors.  Advisor David Logsdon has joined LPL’s broker-dealer and registered investment advisor platform to launch Sun Valley, ID-based Summit Ridge Financial Advisors, alongside client associate Cecilia Moran.  The firm provides wealth management services, including estate and financial planning, to high-net-worth clients across more than a dozen states, according to LPL.  Logsdon …

Partners Group’s infrastructure secondaries strategy has committed $250 million to a continuation vehicle established by Avenue Capital Group to hold a global commercial aviation leasing portfolio — one of the largest transportation transactions Partners Group’s infrastructure secondaries strategy has completed to date. Partners Group is the sole lead investor in the approximately $360 million vehicle, …

Funds managed by Blackstone Energy Transition Partners have agreed to acquire Dresser Utility Solutions from private equity firm First Reserve. The acquisition represents the first investment from Blackstone Energy Transition Partners V, a vehicle the firm is currently raising. Its predecessor fund closed in February 2025 with $5.6 billion in total commitments. Founded in 1880 …

The House Financial Services Committee has unanimously passed the Clarity for Compensation Act, a bipartisan bill that would allow independent financial advisors to collect commissions through their own business entities without requiring those entities to register as brokers with the Securities and Exchange Commission. The bill was introduced in January by Republican Rep. Zach Nunn …

U.S. wholesale inflation followed the example of consumer price inflation in June with a monthly decline. The Producer Price Index for final demand fell by a seasonally adjusted 0.3% in June after rising 1.1% the previous month, the U.S. Bureau of Labor Statistics reported Wednesday. Analysts had expected the June figure to be in line …

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 …

Executive Summary The war in Iran has scrambled traditional views of safety in fixed income, pushing investors out of long‑duration Treasuries and broad investment‑grade benchmarks and into floating‑rate, senior‑secured credit. From February 28 through early July, the Invesco Senior Loan ETF (BKLN) returned just over 3% on a total‑return basis, compared with losses of about …

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 …