RIAs & Financial Advisors

Simplify Asset Management Adds Two New Income-Focused ETFs
Simplify Asset Management, an active manager with $1.6 billion in exchange-traded funds, launched t...Read more
Dimensional Fund Advisors Expands with Large Cap Value and Real Estate ETFs
Dimensional Fund Advisors, which manages the bulk of its $540 million in assets in mutual funds and...Read more
Jim Martin Leaves Morgan Stanley to Open $5B RIA Firm Nordwand Capital
Advisor Jim Martin, most recently a Managing Director at Morgan Stanley Private Wealth Management, ...Read more
Mercer Advisors Adds to Its List of RIA Firms, Acquires Michigan-based Vintage Financial Services
Mercer Advisors Inc., a registered investment adviser backed by private equity firms Oak Hill ...Read more
Brandywine Realty Trust Prices $350M of 7.550% Guaranteed Notes
Brandywine Realty Trust’s operating partnership, Brandywine Operating Partnership. L.P. has price...Read more
Blackstone’s Private Credit Fund (BCRED) Hits Redemption Limit
The Blackstone Private Credit Fund (BCRED), one the largest investment vehicles with a portfolio of...Read more
Whitestone REIT Gives Update on Property Disposition Activities, Nets $34M
Whitestone REIT has updated its disposition activities by announcing the sale of approximately $36 ...Read more
Veritas Capital Closes Eighth Fund, Secures $10.65B
Veritas Capital closed its latest fund, Veritas Capital Fund VIII, with $10.65 billion committed ca...Read more
Integris Real Estate Investments Offers Integris Secured Credit Fund II for Accredited Investors
Integris Real Estate Investments, a sponsor of direct real estate investments for private investors...Read more