First Citizens Wealth expands San Francisco Bay Area team with Lee Erby as region head by Released | Nov 14, 2025 First Citizens Wealth, a division of First Citizens Bank serving individuals and institutions, has announced the appointment of Lee Erby as Northern California market leader.
Lightstone DIRECT Launches, a new real estate investment option for HNW individuals by Released | Nov 14, 2025 Lightstone, a privately held real estate company in the United States with more than $12 billion in assets under management, has launched Lightstone DIRECT.
Greenlight Data Centers’ CEO Alex Stoewer on why data center projects stall by Andrea Zander | Nov 14, 2025 As data centers expand to meet rising demand, developers face common challenges, including power access, permitting and community engagement.
How AI is reshaping multifamily and affordable housing: Insights from Multifamily Impact Council’s Bob Simpson by Andrea Zander | Nov 14, 2025 As artificial intelligence (AI) continues to transform industries across the economy, the multifamily and affordable housing sector is beginning to explore technologies that can enhance efficiency, decision-making and impact.
Edward Jones plans largest capital raise in company history, $1.3 billion by Elise Mackanych | Nov 13, 2025 Edward Jones has set a goal of $1.25 billion to offer limited partners in the coming year, alongside its launch of a new limited partnership structure.
Mercer Advisors expands tax capabilities with Beach Freeman Lim & Cleland by Released | Nov 13, 2025 Mercer Advisors, a national wealth management and financial planning organization, has announced the acquisition of Beach Freeman Lim & Cleland (BFLC), a Southern California–based tax firm focused on providing tax, accounting and business advisory services to high-net-worth individuals, families and business owners.
Old National expands wealth management business for HNW individuals by Released | Nov 13, 2025 To better meet the diverse, often complex financial and wealth advisory needs of high-net-worth and ultra-high-net-worth individuals and institutions in southwestern Florida, 1834, a division of Old National Bank, has expanded into the Sunshine State and has announced its local team members.
New Corastone platform launches, simplifying and scaling private market investing by Released | Nov 13, 2025 Corastone, the hyperscaler for private market investing, has announced that its platform is now live with Apollo, Morgan Stanley and a transfer agent supporting the process with integrated services, with Franklin Templeton and KKR set to follow.
Invest Clearly launches verified investor review platform to bring transparency and trust to private real estate investing by Released | Nov 13, 2025 Invest Clearly, a company dedicated to bringing transparency and accountability to private real estate investing, has announced the launch of the Invest Clearly platform, the first verified investor review platform for private real estate investing that transforms investor feedback into a permanent public record of credibility between limited partners (LPs) and general partners (GPs).
Andersen strengthens private client services with addition of managing director, Fanny She by Released | Nov 12, 2025 Andersen has appointed Yingsi “Fanny” She as a managing director in the firm’s Private Client Services practice, further strengthening its ability to serve ultra-high-net-worth individuals, family enterprises and private companies with sophisticated tax strategies.
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.
