Dakota Wealth Management acquires Lokken Investment Group by Released | Nov 12, 2025 Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, has announced its acquisition of the Lokken Investment Group, an advisory firm based in Lewes, Del.
Campbell Global acquires Emerald Ridge Timberland in Oregon’s Pacific Northwest by Released | Nov 12, 2025 Campbell Global, the timberland investment manager of J.P. Morgan Asset Management, has announced the successful acquisition of Emerald Ridge, a premier timberland property spanning approximately 28,200 acres (11,400 hectares) across the north coastal and Willamette Valley regions of Oregon.
Hamilton Lane strengthens North America private wealth team by Released | Nov 12, 2025 Private markets investment management firm Hamilton Lane has announced multiple senior appointments to its North American client solutions team, supporting both institutional and private wealth outreach.
Blackstone’s BREIT launches DST platform for UHNW investors by Elise Mackanych | Nov 12, 2025 Blackstone Real Estate Income Trust (BREIT) has launched a Delaware statutory trust platform with two new share classes, Class L and Class L-2.
AI to become key driver of data center demand across EMEA by Released | Nov 10, 2025 According to Savills’ latest Europe, Middle East and Africa (EMEA) data center spotlight report, Artificial Intelligence (AI) is fast becoming a key driver of data center growth in the region, behind public cloud demand that continues to serve as the bedrock for capacity take-up.
Single-tenant retail holding strong despite tariffs and closures by Elise Mackanych | Nov 10, 2025 Single-tenant net-lease retail has held strong in the second half od 2025, according to Marcus & Millichap’s Single-tenant net-lease retail national report.
Merit Financial Advisors partners with Mennenga Tax & Financial by Released | Nov 10, 2025 Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, has announced its acquisition of Mennenga Tax & Financial.
DST October sales decrease by 6.4 percent from September, raising $773m by Elise Mackanych | Nov 10, 2025 Delaware statutory trust offerings in October have decreased by 6.4 percent from September, according to data from Mountain Dell Consulting.
AE Wealth Management unveils AE Private Exchange, broadening advisers’ reach into alternative investments by Released | Nov 7, 2025 AE Wealth Management has announced the launch of AE Private Exchange, a new private markets platform powered by CAIS.
Empower reports record base earnings of $317m for Q3 2025 by Released | Nov 7, 2025 Empower has announced after-tax base earnings of $317 million for the third quarter of 2025, a 10 percent increase from the same period in 2024.
Charles Schwab to acquire Forge Capital by Released | Nov 7, 2025 The Charles Schwab Corp. has announced it has entered into a definitive agreement to acquire Forge Global Holdings in a transaction valued at approximately $660 million.
Eton Solutions brings billionaire-grade wealth management to individuals with more than $15m in assets by Released | Nov 7, 2025 Eton Solutions, a wealth management platform that manages more than $1.3 trillion in assets, has launched a new platform that will give ultra-high-net-worth individuals (UHNWI) with $15 million and above in assets wealth management capabilities that were previously only available to family offices.
U.S. private market fund managers see huge growth in assets under management — Ocorian by Released | Nov 7, 2025 New analysis from Ocorian, a firm in asset servicing for private markets and corporate and fiduciary administration, reveals that U.S. based private market funds currently hold around $7.26 trillion in assets under management.
Inland Investments expands adviser support through SEI access platform by Released | Nov 6, 2025 Inland Real Estate Investment Corp. has announced a strategic relationship with SEI, a global provider of financial technology, operations and asset management services within the financial services industry.
GeoWealth launches private model marketplace by Released | Nov 6, 2025 GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has introduced its Private Model Marketplace, an industry-leading solution redefining how registered investment advisers (RIAs) integrate private markets into client portfolios.
