Industry News

Industry News
Creative Planning To Acquire SageView

The acquisition will further expand Creative Planning’s presence in the wealth and retirement space.

10.09.25
Industry News
Callodine Group Acquires Corrum Capital Management

Callodine Group has entered into a definitive agreement to acquire a majority stake in Corrum Capital Management.

10.09.25
Industry News
HarbourVest Forms Credit Secondaries Team

The team will lead HarbourVest Partners’ global credit secondaries strategy that spans both LP- and GP-led transactions and integrates with the firm’s broader credit platform.

10.09.25
People Moves
Colbeck Capital Adds Managing Director

Michael Smith has joined the middle market private credit firm as a managing director on the investment team.

10.09.25
ESG
ESG Investment Practices See Backlash, But No Abandonment In Sight: Survey

Pushback on ESG practices has been growing for several years, but a large-scale abandonment of the investment practices has yet to emerge and seems unlikely, a new study finds.

10.09.25
People Moves
Bitcoin Asset Manager Names CIO

The asset management Bitcoin treasury company hired a cio to oversee its investment strategy as well as capital deployment, risk management and advancing Bitcoin initiatives.

10.09.25
Daily Feed
Midwest Foundation Hires New Investment Head

The hire concludes a search launched in the first quarter as the foundation’s investment head retired this summer.

10.09.25
People Moves
New York University Eyes Investment Analyst

The investment analyst will assist with all qualitative and quantitative functions related to managing the university’s portfolio.

10.09.25
People Moves
Midwest Foundation Hires CFO

The foundation hired a cfo to help oversee its approximately $864.6 million investment portfolio.

10.08.25
People Moves
Boston Trust Walden Discloses Mgmt. Team Changes

The firm will see changes within its small and smid-cap equity, international equity and multi-asset strategy teams.

10.08.25