AllianceBernstein Holding L.P. AB

Investment news for financial advisors on the AI boom, executive shuffles at top asset managers, active ETFs, NAV lending, BDC redemptions and more.

SAN JOSE, Calif., September 28, 2026--SiMa.ai, a leader in Physical AI, today announced $150 million in Series C financing, bringing the total capital raised to $500 million and valuing the company at $1.45 billion. The round was co-led by Fidelity Management & Research Company and Amplify, with participation from Alter Venture Partners, Dell Technologies Capital, Maverick Capital, +ND Capital, Point72, and StepStone Group. AllianceBernstein, Baron Capital, J.P. Morgan, and the State of Michigan

Equitable (NYSE:EQH) highlighted continued business momentum, strategic portfolio changes and its planned merger of equals with Corebridge during its 2026 annual meeting of stockholders. President and Chief Executive Officer Mark Pearson said 2025 was marked by “strong execution and meaningful prog

AllianceBernstein Holding L.P. (NYSE: AB) and AllianceBernstein L.P. ("AB"), a leading global investment management firm and a subsidiary of Equitable Holdings, Inc. (NYSE: EQH), today announced that Onur Erzan, President, has been appointed President and Chief Executive Officer of AB, effective April 1, 2027. He will succeed Seth Bernstein, who will be retiring effective March 31, 2027, after nearly a decade leading the firm. Bernstein will continue to serve on AB's Board of Directors.

Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the launch of its Nonprofit Financial Health Assessment tool, an in-house digital resource that helps nonprofits evaluate their financial health and strengthen communication with stakeholders. The tool will be available through Bernstein Advisors on September 23rd, coinciding with Bernstein's Foundation and Institutional Advisory Forum, a two-day event convening a select group of success

NEW YORK, September 23, 2026--CAIS, the leading alternative investment platform for independent financial advisors, today announced seven new additions to the CAIS Advisory Council ("CAC" or "the Council"), expanding the perspectives represented on the Council as alternative investments play a growing role in how advisors build portfolios and serve their clients.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

AllianceBernstein Holding (NYSE:AB) is highlighting ongoing AI related capital expenditure and fundraising by major technology companies despite slowdown calls. The firm is focusing on credit risks tied to large AI infrastructure buildouts and how these obligations may affect balance sheets. AllianceBernstein is flagging selective opportunities for investors in AI linked capital markets, including infrastructure financing and related debt. AllianceBernstein's stance that AI capital...

Calls for a slowdown in artificial intelligence development won’t stop major technology companies from pressing ahead with fundraising and capital spending, according to AllianceBernstein Holding LP fixed-income specialists.

Funds managed by AB CarVal, an established global alternative investment manager and part of AllianceBernstein's Private Alternatives business, in conjunction with North River Partners, have acquired a $340 million portfolio of 10 performing multifamily and single-family, build-to-rent construction loans in seven U.S. metros, continuing to expand the firm's commercial real estate private credit platform.

AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management increased to $919 billion as of August 31, 2026, from $908 billion at the end of July. The 1.2% increase in AUM was driven by market appreciation, partially offset by net outflows. By channel, Institutional and Private Wealth generated net inflows, which were offset by net outflows in Retail.

SAN FRANCISCO, September 03, 2026--Andersen is pleased to welcome Ash Alankar as a managing director in the US National Tax practice.

John Lin | Chief Investment Officer-Emerging Markets Value Equities and China Equities Xiaoyu Gu | Managing Director-AB CarVal Sara Rosner | Director-Responsible Investing Research Dr. Gernot Wagner | Climate Economist and Senior Lecturer at Columbia Business SchoolGlobal policy shifts are rewiring energy supply and control-and repricing risks and opportunities.

The Swiss bank and brokerage firm also announced new wealth management leadership roles in the Southern U.S.