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Cetera Hires Former Fidelity Executive as Head of Corporate Strategy

June 10, 2024

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Scott Baker, CFA, CFP, has...

Prospect BDC Declares Increased 7.5% Distribution Rate, Launches Multi-Class Offering

June 10, 2024

Prospect Floating Rate and Alternative Income Fund Inc. – an externally managed non-diversified, closed-end management investment company that has elected...

StepStone Private Wealth Launches Evergreen Interval Fund

June 7, 2024

StepStone Private Wealth launched StepStone Private Credit Income Fund, an evergreen interval fund that can be purchased daily via ticker...

Cetera Acquires $225 Million Hawaii-Based RIA

June 7, 2024

Cetera Holdings, the holding company of Cetera Financial Group – one of the nation’s largest networks of independently managed broker-dealers...

Inland Promotes Veteran Exec to Chief Operating Officer

June 7, 2024

The Inland Real Estate Group LLC has appointed Cathleen “Cassie" M. Hrtanek to chief operating officer. In this role, Hrtanek...

$400-Million-Asset Highland Partners Financial Services Joins LPL Community

June 7, 2024

The advisers with Highland Partners Financial Services have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. They reported...

Fifth Circuit Strikes Down SEC Private Fund Adviser Rule

June 6, 2024

A panel of the U.S. Court of Appeals for the Fifth Circuit vacated the U.S. Securities and Exchange Commission's Private...

Cohen & Steers Names New Head of Wealth Management Consulting Group

June 6, 2024

Cohen & Steers Inc., a global investment manager specializing in real assets and alternative income, named Daniel Noonan as executive...

Commonwealth Lures San Antonio-Based Team With $250 Million in Client Assets

June 6, 2024

Commonwealth Financial Network announced the addition of Kin Wealth of San Antonio, Texas, to its network of independent financial advisers....

KKR Announces Shareholder Priority Plan to Enhance NAV REIT Returns

June 5, 2024

KKR Real Estate Select Trust Inc. – a ’40 Act closed-end fund that qualifies for tax treatment as a real...

ExchangeRight Fully Subscribes $18.7 Million Value-Add Portfolio

June 5, 2024

ExchangeRight, a provider of Delaware statutory trust and non-traded real estate investment trust investment offerings, has fully subscribed its $18.7...

KBS REIT’s $18.3 Million Sale of Houston Office Building Falls Through

June 5, 2024

KBS Growth & Income REIT Inc. – a publicly registered non-traded real estate investment trust – announced that the planned...

Consumers Leery of Artificial Intelligence for Financial Advice, According to FINRA Foundation

June 5, 2024

The latest report from the FINRA Investor Education Foundation finds that despite the growing popularity of artificial intelligence, very few...

Former $1 Billion Merrill Lynch Team Launches California RIA Alteri Wealth

June 5, 2024

Co-founders/managing partners Michelle Gruber, CFP, CRPC, and Alex Markowitz have launched Alteri Wealth, a registered investment adviser and wealth management...

Blackstone REIT Redemptions Up Again in May; Blames It on Starwood REIT Tightening Its Share Repurchase Plan

June 4, 2024

Blackstone Real Estate Income Trust Inc. – a publicly registered non-traded real estate investment trust sponsored by private equity giant...

Griffin Capital Breaks Ground on Multifamily OZ Development in Austin

June 4, 2024

Private real estate investment manager Griffin Capital Company broke ground on N. Lamar, a 378-unit multifamily development in a qualified...

San Diego-Based Securities America Team Moves to LPL Financial

June 4, 2024

The advisers of FSI Wealth Management have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. The team reported...