Latest updates for Investment Firms

Fresh curated links around Investment firms are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Investment Firms Lose Appeal Over Stolen Fund Plans
  • Partners Investing in PE funds is Widespread, Investigation Finds
  • Investment Management Client Alert June 2026

Post angles to try

Share the most useful takeaway for your audience.
Turn one article into a quick practical checklist.
Ask your audience how this shift affects their work.
Turn angles into scheduled posts

Fresh articles and ideas

Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.

law360.com /6 days ago

Investment Firms Lose Appeal Over Stolen Fund Plans

An investment fund manager and a consultancy failed Friday to overturn a ruling that they had stolen confidential information to set up a Venezuelan debt investment fund after a jo...

Read source
feeds.feedblitz.com /3 weeks ago

Partners Investing in PE funds is Widespread, Investigation Finds

A swathe of the largest U.S.-based law firms discreetly operate in-house investment managers that allow their partners to invest in private equity, though none is prepared to speak...

Read source
natlawreview.com /2 weeks ago

Investment Management Client Alert June 2026

Read source
investmentweek.co.uk /1 month ago

Firms to promote inward UK investment with tax and regulatory advice

KPMG, BDO and Eversheds Sutherland are set to collaborate with the City of London Corporation to promote inward investment in the UK as the government pushes ahead with growth effo...

Read source
wealthmanagement.com /1 month ago

16 Investment Must Reads for This Week (May 26, 2026)

Polymarket is launching prediction markets tied to private company milestones amid a new report on how the firm and others have lobbied behind the scenes to gain approvals from the...

Read source
wealthmanagement.com /1 month ago

Altruist Adds Alternative Investments

The firm also plans to add margin loans, income-generating options and faster money movement.

Read source
wealthprofessional.ca /1 week ago

Two firms hand Canadian investors a door into global real estate

The pair's second collaboration widens private markets access for advisors and wealth managers

Read source
wealthmanagement.com /4 weeks ago

Morningstar Wealth to Launch Public/Private Model Portfolios

The firm is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to build the portfolios.

Read source
investmentweek.co.uk /1 month ago

Investment Week unveils shortlists for industry categories at Fund Manager of the Year Awards 2026

Investment Week is pleased to unveil the finalists list for the industry categories at the Fund Manager of the Year Awards for groups supporting asset & wealth managers and inv...

Read source
economictimes.indiatimes.com /1 month ago

Nilesh Shah recommends 4 investment bets that should be part of your portfolio

Kotak Mahindra AMC MD Nilesh Shah has identified four investment avenues for volatile markets: Special Investment Funds, performing credit AIFs, REITs and Gift City-based global pr...

Read source
ft.com /1 month ago

Investment firms join Donald Trump’s $100bn race for Venezuelan oil

Lionheart Capital and Keo Energy create Nasdaq-listed company to pursue assets in Latin American nation.

Read source
newswire.com /1 week ago

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wealthfront Corporation - WLTH

Read source
financial-planning.com /1 month ago

How securities-backed loans help investors avoid capital gains taxes

Merrill, BMO and Schwab are among many firms helping clients take out security-backed loans against market gains to avoid capital gains tax hits.

Read source
newswire.com /2 weeks ago

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wealthfront Corporation - WLTH

Read source
newswire.com /2 weeks ago

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wealthfront Corporation - WLTH

Read source
investmentweek.co.uk /4 weeks ago

Financial services firms bet on growth as capital expenditure increases

Despite ongoing uncertainty, 94% of senior financial services decision makers predicted their business will grow over the next decade, up from 81% last year.

Read source
investmentweek.co.uk /1 month ago

AJ Bell Investments onboards two adviser firms to MPS book after fee cut

Financial Initiatives and Blue Atlas Wealth have been added to AJ Bell Investments’ model portfolio service book, the former joining this month and the latter in the coming weeks.

Read source
wealthmanagement.com /1 month ago

AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stag...

Read source
regulationtomorrow.com /3 weeks ago

AFM update on SREP for investment firms

On 17 June 2026, the Dutch Authority for the Financial Markets (Autoriteit Financiële Markten, AFM) published its Supervisory Review & Evaluation Process (SREP) market overview...

Read source
wealthmanagement.com /1 month ago

FTSE Russell: Affluent Investors Rely on Advisors for Private Market Investments

A FTSE Russell survey shows 77% of affluent investors use financial advisors for alternative investments, yet 30% haven't discussed these options.

Read source
therealdeal.com /2 weeks ago

CIM Group considering going public in next several years

The colossal CIM Group could become a publicly traded company, though it will take several years to know. The Los Angeles-based real estate firm is combining its assets and investm...

Read source
investmentweek.co.uk /1 day ago

Semi-liquid funds boosting private markets for wealth managers and IFAs

Almost three quarters (74%) of UK wealth managers and IFAs plan to up their own personal allocations to private markets due to the proliferation of semi-liquid funds, according to...

Read source
southwalesargus.co.uk /1 month ago

Newport investment firm collapses after High Court orders compulsory liquidation

An investment company registered to a Newport accountancy firm has been ordered into compulsory liquidation by the High Court.

Read source
wealthmanagement.com /1 week ago

10 Investment Must Reads for This Week (July 7, 2026)

Fidelity introduced ETF share classes for three of its mutual funds, reported ETF Trends. Morningstar analysts took a deep dive into whether the U.S. dollar rally will continue. Th...

Read source

Turn fresh research into a full content calendar

Use SocialBu to discover ideas, generate post drafts, and schedule them across your social channels.

Sources covering Investment Firms

wealthprofessional.ca

Recent coverage from public sources
Public source

economictimes.indiatimes.com

Recent coverage from public sources
Public source

feeds.feedblitz.com

Recent coverage from public sources
Public source

natlawreview.com

Recent coverage from public sources
Public source

therealdeal.com

Recent coverage from public sources
Public source

financial-planning.com

Recent coverage from public sources
Public source