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.
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.
