February 27, 2025
In November, the U.S. Securities and Exchange Commission issued a risk alert for fund managers that highlighted some deficiencies and...
February 25, 2025
The landscape of financial regulation is ever-evolving, and with the recent shift in federal administration, businesses are rightly paying close...
February 17, 2025
We honor George Washington more than any other American. A state and dozens of cities, towns and counties are named...
November 25, 2024
Knowledge is power, and knowledge of trends enables you to stay ahead of your competitors. If you sponsor, sell or...
November 19, 2024
Maintaining compliance has become increasingly challenging for financial advisers as regulations have evolved and will continue to do so into...
November 14, 2024
Artificial intelligence is here, and radical change is inevitable. In the financial services sector, AI’s ability to analyze huge amounts...
October 17, 2024
With alternative investments becoming more popular, the number of offerings has also increased, and for alternative investment firms, grabbing the...
October 7, 2024
As I noted earlier this year, the alternative investments industry has been facing a surge of regulatory activity. While disheartened,...
August 2, 2024
A recurring theme at a series of events featuring senior members of the VRC private portfolio group is that, while...
July 30, 2024
The Stanger NAV REIT Total Return Index saw a modest gain of 0.3% in the second quarter of 2024, its...
July 30, 2024
HPA Exchange LLC, a healthcare real estate investment sponsor focused on securitized 1031 exchanges for accredited investors, announced the acquisition...
July 30, 2024
MSC Income Fund Inc., a non-traded business development company formerly known as HMS Income Fund, recently filed a preliminary proxy...
July 30, 2024
Real estate private equity firm Hamilton Point Investments LLC announced the launch of HPI Real Estate Fund XIV LLC, a...
July 30, 2024
Cove Capital Investments LLC, a Delaware statutory trust sponsor company, announced it has successfully completed the purchase of three net...
July 29, 2024
A federal judge from Texas put the Department of Labor’s final “Retirement Security Rule: Definition of an Investment Advice Fiduciary,”...
July 29, 2024
ExchangeRight, a Pasadena, Calif.-based sponsor of Delaware statutory trust and non-traded real estate investment trust investment offerings, announced that its...
July 29, 2024
Invesco Commercial Real Estate Finance Trust Inc., a perpetual life real estate investment trust focused on private credit secured by...
July 29, 2024
GeoWealth, a proprietary technology and turnkey asset management platform aka TAMP, announced that it has closed a $18 million growth...
July 29, 2024
Independent broker-dealer LPL Financial added two father-and-daughter financial adviser teams this month with approximately $590 million in combined assets.Financial advisers...
July 26, 2024
Inland Private Capital Corporation, a real estate investment manager, has completed a $76.7 million capital raise for the private investment offering...
