Silver Star, Hartman Feud Continues as Shareholder Vote Pushed to August
July 10, 2025
In the latest escalation of the long-running feud between Silver Star Properties REIT, a publicly registered non-traded real estate investment...
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LPL Offers Commonwealth Advisers New Client Bonus, 90%+ Payout for RIA Option
June 25, 2025
As LPL Financial prepares to finalize its acquisition of Commonwealth Financial Network, third-party reporting said that LPL’s retention offer for...
Osaic Acquires $13.5 Billion CW Advisors, Deepening Foothold in HNW Advisory Space
June 17, 2025
Osaic, Inc., one of the nation’s largest independent wealth management platforms, has acquired CW Advisors, a Boston-based RIA managing $13.5...
Montego Minerals Closes 24th Portfolio, A $18.5 Million Offering in the Permian Basin
May 29, 2025
Montego Minerals, an investor in oil and gas royalties and mineral rights, has announced the full subscription of its 24th...
Five Questions for: Capital Square’s Founder and Co-CEO Louis Rogers
May 28, 2025
Few figures have shaped the modern 1031 exchange landscape as profoundly as Louis J. Rogers. A pioneer in securitized 1031...
House Passes Trump Tax Legislation, Which Would Extend OZ Incentive
May 22, 2025
Following extensive overnight negotiations and significant last-minute amendments to secure support from both conservative and moderate Republicans, the U.S. House...
Trump’s ‘One Big Beautiful Bill’ Advances to House Floor After Weekend Breakthrough — Opportunity Zones, QBI, and BDC Wins Remain Intact
May 18, 2025
In a high-stakes Sunday night vote, House Republicans narrowly advanced President Trump’s expansive economic package, dubbed the "One Big Beautiful...
New Bill Proposes Credential-Based Definition for Accredited Investors
May 16, 2025
Representative Bill Huizenga (R-Mich.), vice chair of the House Committee on Financial Services, introduced this week H.R. 3348, or the...
Goldman Sachs Fined $1.45 Million for Billions of Misreported Trades
May 16, 2025
The Financial Industry Regulatory Authority announced that it has censured and fined Goldman Sachs & Co. LLC $1.45 million for...
Conservatives Unite With Democrats to Stall Trump’s ‘One, Big, Beautiful Bill’
May 16, 2025
In a surprising setback, President Trump’s One, Big, Beautiful Bill has stalled, failing to get through the House Budget Committee After...
InCommercial Promotes Industry Veteran Andrew Haleen to Chief Investment Officer
May 16, 2025
InCommercial Property Group, a Chicago-based investment real estate portfolio manager, announced the promotion of Andrew Haleen to chief investment officer....
Griffin Capital Release Latest Economic Impact Report for OZ Funds
May 16, 2025
Griffin Capital Company LLC, a private real estate investment manager and sponsor of qualified opportunity zone funds, announced the updated...
Audit Firms Agree to $46 Million Settlement in GPB Fraud Case
May 15, 2025
In the latest development in the GPB Capital fraud case, several audit firms have agreed to pay a combined $46...
Madison Capital Promotes Ken Carpenter to President
May 15, 2025
Madison Capital Group Holdings, LLC, a vertically integrated real estate investment and development firm, announced that it has promoted Ken...
Walton Global Launches Latest Residential DST Offering in Kent County, Delaware
May 15, 2025
Walton Global, a real estate investment and land asset management company, announced the launch of its Delaware Growth 2 DuPont...
Concorde Expands Leadership Team With First Director of Marketing
May 15, 2025
Concorde Investment Services LLC, a Michigan-based registered investment adviser, broker-dealer, and insurance firm, announced that the company has added Sydney...
Resource Royalty Announces Change in Majority Ownership, as Co-Founder Sells Stake
May 15, 2025
Resource Royalty LLC, a private energy investment company and oil & gas sponsor headquartered in Dallas, announced recently a change...
House Panel Advances ‘One, Big, Beautiful Bill’ With Key OZ and QBI Provisions Intact
May 14, 2025
The House Ways and Means Committee has voted to advance a sweeping tax reform bill that aims to permanently extend...
SEC’s Uyeda Advocates for Private Market Access for Retirement Plans
May 14, 2025
U.S. Securities and Exchange Commissioner Mark Uyeda called for renewed efforts to bring private market exposure into retirement accounts, emphasizing...
Empower Partners With Fund Giants to Open Private Markets to 401(k) Investors
May 14, 2025
Empower, the nation’s second-largest retirement plan provider, announced a new program aimed at giving its 19 million plan participants access...
