Industry News

Industry News
iM Global, Longfellow Announce Partnership

iM Global Partner will “bolster” its fixed-income capabilities thanks to a new partnership with Longfellow Investment Management Co.

08.07.26
Industry News
SageView Rebrands As Creative Planning Institutional Advisors

The rebrand follows Creative Planning’s acquisition of SageView Advisory Group on Dec. 12.

08.07.26
People Moves
Aksia Co-Founder, Senior Advisor To Depart

A co-founder and senior advisor on the alternatives consulting firm’s operational due diligence team is leaving the firm this month.

08.07.26
People Moves
Cliffwater Adds MD For Real Assets Fund

Ryan Madani has joined Cliffwater as managing director on its real assets platform.

08.06.26
People Moves
BTG Pactual Global Alts. Names Performing Credit Director, Trader

The new hire joined the firm from Tikehau Capital.

08.06.26
Multi-Asset/Investment Advisor
Wealth Manager Acquiring HNW Registered Investment Advisor

The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.

08.06.26
People Moves
Midwest University Names CFO As Interim President Following Retirement

The university named its finance head as its interim president last month as its president retired on June 30 after 17 years of service in the role.

08.06.26
Emerging/Diverse Managers
Community Foundations Consider, Hire Fewer Diverse Firms: Survey

A survey found fewer community foundations are hiring or considering hiring diverse-owned managers, among other findings.

08.06.26
People Moves
Southern Foundation Names New CFO

The foundation appointed a new cfo and treasurer to help oversee its finances and approximately $2.6 billion in assets after its previous finance head left to join a nearby real estate development, management and investment firm in the same position.

08.05.26
People Moves
Mid-Atlantic Institution Eyes Investment Analyst

The investment analyst will work with senior management to research and evaluate investment opportunities.

08.05.26