Creative Planning acquires Marshall Financial Group, growing AUM by $900m by Released | Dec 10, 2025 Creative Planning, one of the nation’s largest registered investment advisers (RIAs), has announced it has acquired Marshall Financial Group, an established RIA in Doylestown, Pa.
Lincoln Property and PGIM launch partnership to scale outpatient medical investments by Released | Dec 10, 2025 Lincoln Property Co., a global, full-service real estate firm, and PGIM’s real estate business, a real estate investment manager, have announced the formation of a strategic joint venture partnership to pursue outpatient medical investments across the United States.
Wealth Enhancement announces acquisition of L.M. Kohn & Co. by Released | Dec 10, 2025 Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired L.M. Kohn & Co., a hybrid registered investment adviser (RIA) headquartered in Cincinnati, Ohio.
NewEdge Capital Group names James Jesse CEO by Released | Dec 10, 2025 NewEdge Capital Group, a wealth management firm supporting advisers and their clients through NewEdge Advisors and NewEdge Wealth, has announced that James Jesse has joined the firm as CEO.
Monroe Capital launches Monroe Capital Enhanced Corporate Lending Fund by Released | Dec 10, 2025 Monroe Capital, a private credit asset manager, has announced the launch of Monroe Capital Enhanced Corporate Lending Fund (MLEND), a perpetual-life, continuously offered, nontraded business development company (BDC) designed to provide retail investors access to Monroe’s direct lending strategy.
MAI Capital Management expands Mid-Atlantic presence with addition of Lowe Wealth Advisors by Released | Dec 9, 2025 MAI Capital Management, a registered investment adviser (RIA), has announced the acquisition of Lowe Wealth Advisors, a boutique, family-led RIA with $527 million in assets under management (AUM).
Invesco and LGT Capital Partners create partnership to expand access to private markets for U.S. wealth and retirement investors by Released | Dec 9, 2025 Invesco, a global asset management firm, has announced that it has entered a strategic partnership with LGT Capital Partners, a leading privately held global specialist in alternative investing.
Wrexham AFC welcomes Apollo Sports Capital as a minority investor by Released | Dec 9, 2025 Wrexham AFC and its co-chairs, Rob Mac and Ryan Reynolds, have welcomed Apollo Sports Capital, an affiliate of Apollo, a global alternative asset manager, as new minority investors in the club.
Procyon expands national presence with addition of OLV Investment Group by Released | Dec 9, 2025 Procyon, an independent registered investment advisory firm, has announced it has acquired OLV Investment Group, a wealth management firm with multiple locations in Michigan and Texas.
Stonegate Investment Group joins NewEdge Advisors by Elise Mackanych | Dec 9, 2025 Stonegate Investment Group has joined NewEdge Advisors, according to AdvisorHub.
Blue Owl raises $1.7b for digital infrastructure vehicle by Andrea Zander | Dec 8, 2025 Blue Owl Capital’s new digital infrastructure vehicle, the Blue Owl Digital Infrastructure Trust, held its first close at approximately $1.7 billion and commenced operations on Dec. 1, 2025, according to its SEC 8-K filing.
Lifting the veil on headline commercial real estate returns by Rich Hill | Dec 8, 2025 Commercial real estate is staging a comeback, though not one that lifts all segments equally. REITs have rallied about 35 percent from their 2023 lows, valuations across the four major indices appear to have bottomed, and transaction volumes have risen year-over-year for six straight quarters. Distress, a lagging indicator, continues to inch higher.
LaSalle’s ISA Outlook 2026: Americas real estate poised to break its Groundhog Day cycle by Released | Dec 8, 2025 The Americas real estate market is showing early signs of entering a new cycle in 2026, supported by stabilizing valuations, improving debt market liquidity and a sharp pullback in new development.
Office market may be entering a crucial ‘normalization’ phase by Released | Dec 8, 2025 The NAIOP Research Foundation today released its newest office market forecast, revealing that national demand for office space surged in third quarter 2025 – a sharp reversal from earlier in the year that may signal the beginning of a broader market recovery.
CareTrust REIT acquires three senior living communities by Released | Dec 8, 2025 CareTrust REIT announced the acquisition of three Texas senior living communities comprising 270 assisted living and memory care units for approximately $40 million.
