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.
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).
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.
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.
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.
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.
Integrated Partners reaches 250 CPA partner firms, expands CPA alliance program by Released | Nov 5, 2025 Integrated Partners, a national financial planning and registered investment advisory (RIA) firm serving more than $23 billion in assets under advisement (AUA), has established its 250th certified public accountant (CPA) partnership through The Integrated CPA Alliance Program.
91% of advisers say private markets are essential for differentiation — AssetMark by Released | Nov 5, 2025 AssetMark Inc., a wealth management platform for independent financial advisers, has released findings from its independent adviser insights survey, AssetMark Advisor Insights: Private Markets 2025.
Evolution Credit Partners expands capital formation team with appointment of Nancy Karpf by Released | Nov 5, 2025 Evolution Credit Partners Management, an alternative credit investment manager, has announced the appointment of Nancy Karpf as managing director, capital formation, strengthening the firm’s investor engagement and fundraising capabilities.
Waverly Advisors acquires Bridge Creek Capital Management by Released | Nov 5, 2025 Waverly Advisors, a federally registered investment adviser (RIA) that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired Bridge Creek Capital Management, a wealth management firm located on Cape Cod, Mass.
Bluespring Wealth Partners acquires $1.4b Signature Wealth by Released | Nov 5, 2025 Bluespring Wealth Partners, an acquirer of independent registered investment advisers (RIAs) and hybrid wealth management firms, has announced the acquisition of Kestra Financial’s affiliated firm Signature Wealth.
