Deals & Moves: Beacon Pointe, Caprock Add Advisors

Published on February 28, 2025

In other news of the week, Raymond James snags a Wells Fargo advisor to its independent RIA channel, and a Mariner IT exec leaves to start an RIA tech consultancy.

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Z1: 2024:Q4 preview now available for the Financial Accounts of the United States 2025-02-28

February 28, 2025
A preview of changes to the upcoming Financial Accounts of the United States (Z.1) release is now available from the current Z.1 release page at www.federalreserve.gov/releases/z1/default.htm. The next release is scheduled for March 13, 2025. Preview content includes: a PDF document, HTML tables, a set of compressed CSV data files with corresponding data dictionary text files, preliminary release

Ares Not Focused on Private-Credit ETF, Working to Tap Wealth

February 28, 2025
Ares has pursued opportunities in the wealth channel, most notably through non-traded real estate investment trusts and BDCs.