The Mather Group announces partnership with Napa Wealth Management by Released | Nov 17, 2025 The Mather Group (TMG), a wealth management firm serving individuals and families nationwide, has announced its partnership with Napa Wealth Management (NWM), a Napa Valley, Calif.–based registered investment adviser (RIA) with just under $300 million in assets under management.
Brookfield and iCapital unveil Alts Allocator, an alternative investment tool by Released | Nov 17, 2025 Brookfield has announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation tool for financial advisers and their clients.
Lido Advisors to partner with Fountainhead Advisors by Released | Nov 17, 2025 Lido Advisors, a national wealth advisory firm with more than $38 billion in regulatory assets under management (AUM), has announced it will be partnering with Fountainhead Advisors, an independent wealth management firm headquartered in Warren, N.J.
United Capital Financial Advisors acquires Apexium Financial by Released | Nov 17, 2025 United Capital Financial Advisors, a registered investment adviser (RIA), has announced the acquisition of Apexium Financial, a nationwide RIA with offices located in the Northeast, Mid-Atlantic and Southwest.
Cohen & Steers promotes Daniel Noonan to head of global distribution by Released | Nov 14, 2025 Cohen & Steers has announced that Daniel Noonan, executive vice president and head of global wealth, has been promoted to head of global distribution.
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.
