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Latest Alternative Assets Stories
Brookfield has expanded its financing framework with Bloom Energy to $25 billion from $5 billion, a fivefold increase since the partnership was announced in October 2025, to fund fuel cell power projects for AI infrastructure globally. The expanded commitment draws from Brookfield’s dedicated AI Infrastructure Fund, which launched in November 2025 with a target to …
Nuveen has closed a $546 million preferred equity investment in SunZia, the largest renewable energy infrastructure project in U.S. history, marking the largest preferred tax equity allocation to date by its Energy Infrastructure Credit (EIC) platform. Including co-investor commitments, Nuveen EIC has invested nearly $1.5 billion across four financings supporting SunZia. Developed by Pattern Energy, …
Latest Crypto Stories
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 …
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Latest Direct Investment Stories
Clearstead Advisors has purchased a Pennsylvania-based wealth management firm, which oversees $5.3 billion in combined regulatory assets under management and advisement. The Philadelphia-based team was formerly part of myCIO Wealth Partners and manages roughly $2.6 billion of regulatory assets and $2.7 billion in assets under advisement, as of March 31. The nine-person team is led by advisor Paul Bracaglia and includes senior advisors Phil Bonelli, Michael Finelli, Bruce Fenster, and Jackson Davey. As part …
EP Wealth Advisors has acquired Opes Wealth Management, a Menlo Park-based firm managing more than $900 million in assets, adding eight team members to EP Wealth’s growing Northern California presence. Founded in 2005 by Mark Duvall, Opes was built around integrating real estate and wealth management expertise, drawing on Duvall’s background in West Coast real …
Latest Economy Stories
U.S. consumers raised their short- and medium-term inflation outlooks in June, pushing expectations to their highest levels in years even as anticipated gasoline prices fell to a four-year low. The Federal Reserve Bank of New York’s June Survey of Consumer Expectations, released Tuesday, showed that median inflation expectations at the one-year horizon rose 0.2 percentage …
U.S. employers added 57,000 jobs in June, while the unemployment rate edged down to 4.2% from 4.3% in May, according to the U.S. Bureau of Labor Statistics. The report also included sizable downward revisions to prior months. April payroll growth was revised lower to 148,000 from 179,000, while May payrolls were cut to 129,000 from …
Latest Financial Advisory Stories
Clearstead Advisors has purchased a Pennsylvania-based wealth management firm, which oversees $5.3 billion in combined regulatory assets under management and advisement. The Philadelphia-based team was formerly part of myCIO Wealth Partners and manages roughly $2.6 billion of regulatory assets and $2.7 billion in assets under advisement, as of March 31. The nine-person team is led by advisor Paul Bracaglia and includes senior advisors Phil Bonelli, Michael Finelli, Bruce Fenster, and Jackson Davey. As part …
GCG Advisory Partners has added its first hybrid registered investment advisory firm in Rhode Island, making it the first practice to join GCG with the multi-platform option for clients. East Providence-based BlueChip Financial Advisors, founded in 1998, provides wealth management services, including financial planning and investment management, to high-net-worth clients, including trusts, estates, and charitable organizations, according to the firm’s Form ADV Part 2 Brochure, updated …
Latest Infrastructure Stories
Brookfield has expanded its financing framework with Bloom Energy to $25 billion from $5 billion, a fivefold increase since the partnership was announced in October 2025, to fund fuel cell power projects for AI infrastructure globally. The expanded commitment draws from Brookfield’s dedicated AI Infrastructure Fund, which launched in November 2025 with a target to …
Nuveen has closed a $546 million preferred equity investment in SunZia, the largest renewable energy infrastructure project in U.S. history, marking the largest preferred tax equity allocation to date by its Energy Infrastructure Credit (EIC) platform. Including co-investor commitments, Nuveen EIC has invested nearly $1.5 billion across four financings supporting SunZia. Developed by Pattern Energy, …
Latest News Stories
NAV BDC sponsors delivered nearly $5.9 billion in liquidity to investors in the second quarter of 2026, bringing year-to-date redemptions met to more than $12.7 billion, according to Robert A. Stanger & Co. The figures, drawn from approximately 99% of the market, reflect the semi-liquid vehicle structure absorbing historically elevated redemption pressure without forcing distressed …
The $54 billion Indiana Public Retirement System (INPRS) is reshaping its alternatives portfolio, reducing its exposure to risk parity strategies while continuing to expand investments in private infrastructure as part of a broader asset allocation overhaul. The Indianapolis-based pension system terminated a risk parity mandate in May following a board-approved policy change that lowered the …
Latest Leadership Stories
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 …
Latest Markets Stories
U.S. employers added 57,000 jobs in June, while the unemployment rate edged down to 4.2% from 4.3% in May, according to the U.S. Bureau of Labor Statistics. The report also included sizable downward revisions to prior months. April payroll growth was revised lower to 148,000 from 179,000, while May payrolls were cut to 129,000 from …
Cboe Global Markets has launched the first products under its new Cboe PredictsSM platform, expanding its suite of retail trading tools with binary options tied to the performance of the S&P 500. The initial offering consists of binary option contracts based on the Mini-S&P 500 Index (XSP), which trades at one-tenth the size of the …




















