Social Media Ideas for Evans Senior Investments

Senior Living Dealbook: Kayne Anderson Recapitalizes Class A Portfolio; 12 Oaks JV Makes Kansas Acquisition 

Transactions Kayne Anderson recapitalizes Class A portfolio Kayne Anderson Real Estate has entered into an agreement to recapitalize a Class A senior housing portfolio in partnersh...

$3.5B UBS Team Breaks to RIA Space with San Francisco-Based Beacon Coast

UBS alumni Michael Evans and David Jasper are targeting UHNW clients as they navigate a liquidity event from a small business.

EP Wealth Lands $900M Silicon Valley RIA

The deal with Opes Wealth Management follows news last week that EP launched a cash-based incentive program for non-shareholder employees.

Start Investing At 60 And Retire On Dividends Forever

Senior Living Dealbook: Juniper Grows in San Antonio; $252.1M Secured for California Development 

Transactions Juniper grows in San Antonio Juniper Communities has assumed the management of Poet’s Walk San Antonio, a specialized memory care community. Under Juniper’s management...

Retirement plans that go deeper

Evan Riddell shares how he ensures retirees have financial and personal confidence as they leave work

WidsomTree CEO: ETFs with Private Assets Next Step in Industry Evolution

Jonathan Steinberg said advisors should view evergreen fund structures with skepticism.

Senior Living Dealbook: Jaybird Grows in Colorado; Town Lane, Arcole Partners Complete Sixth Investment 

Transactions Jaybird grows in Colorado Jaybird Senior Living has added two communities to its portfolio with Sunshine Gardens in Durango and Grand Villa in Grand Junction. Sunshine...

People Moves: $6.9B Private Markets Firm Willow Wealth Names President

Also, $16B RIA Caprock hires an ESG-investing head, upstart RIA Balefire hires a corporate retirement plan lead, and Calamos Investments adds to its wealth advice team.

Elevation Point Forecasts $5B in New Platform Assets in Second Half of ‘26

Elevation Point co-founder and CEO Jim Dickson sees an ample pipeline of minority investments in RIAs, while eyeing a second capital raise to keep up growth.

The Triple-Factor Closed-End Fund Report, June 2026

Russell Investments gets new owners as growth accelerates

Plans include expanded access to advisor tools as US$416B asset manager stays independent

Senior Living Dealbook: MorningStar Recapitalizes River Oaks Property; Northstar Senior Living, Alta Senior Living Form...

Transactions MorningStar recapitalizes River Oaks property MorningStar Senior Living announced it has recapitalized its MorningStar Senior Living at River Oaks community to TPG Ang...

WisdomTree CEO: ETFs with Private Assets Next Step in Industry Evolution

Jonathan Steinberg said advisors should view evergreen fund structures with skepticism.

Senior Living Dealbook: AgeWell Expands with Seven Communities; California Community Under New Management 

Transactions AgeWell expands with seven community transaction AgeWell Senior Living has assumed the management of seven communities across Virginia and South Carolina. The new comm...

Elite 5-8% Yielding Early Retirement Money Machines

People want people to advise on wealth management, says Houlihan Lokey’s James Anderson; Carlyle, JC Flowers, HGGC among...

A mid-year outlook into PE investments in the wealth management sector from Houlihan Lokey’s James Anderson; highlighting notable wealth management deals this year, including from...

‘Inflection Point’: Senior Living Transformation Company Ready for Expansion With $300M to $600M Pipeline

Less than three years after the launch of the Senior Living Transformation Company, its leaders say the company and model are at an “inflection point” and ready to expand in a big...

Evolv Technologies Holdings, Inc. (EVLV) Analyst/Investor Day - Slideshow

Senior Living Dealbook: Seattle-Area Community Trades; Berkadia Closes $23.3M Loans 

Transactions Seattle-area community trades JLL Capital Markets announced it led the sale of Fairwinds Brighton Court, a 182-unit community in Lynnwood, Washington. JLL marketed the...

Senior Living Dealbook: Benchmark, National Development Acquire New York Site; Asbury Place Maryville Rebrands

Transactions Benchmark, National Development acquire New York site Benchmark Senior Living and National Development announced the acquisition and financing of a property in East Is...

Deals & Moves: Sanctuary Lands Father-Son Merrill Breakaway

Also, acquisitive Waverly grows to $35.5B with a new deal; $14B Soltis acquires a Midwest beachhead; Mariner deals for entertainment industry-focused RIA; and Osaic’s fee-only CW e...

Senior Living Dealbook: Benchmark, National Development Acquire Community; Juniper Expands Texas Presence 

Transactions Benchmark, National Development acquire community Benchmark Senior Living and National Development have acquired and financed a property in East Brunswick, New Jersey....

B Capital-led investor group to acquire Russell Investments

California Public Employees' Retirement System is also participating in the investor consortium. The post B Capital-led investor group to acquire Russell Investments appeared first...