Guest Contributor, Author at AltsWire

SKRADD Non-Traded Equity REIT Indices Highlight ‘Wide Dispersion of Returns’

May 3, 2024

SK Research and Due Diligence, or SKRADD, announced the release of its Q4 2023 Non-Traded Equity REIT indices, which track...

Detroit-Area Father and Son Team Join LPL Financial From Ameriprise

May 3, 2024

Financial advisers Mitchell “Mitch” and Wesley “Wes” McCann have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. They...

1031 Crowdfunding Announces Senior Living-Focused Bridge Fund III

May 3, 2024

1031 Crowdfunding, a real estate investing platform and sponsor of Delaware statutory trusts concentrated in the senior housing sector, launched...

FIQ Freedom Aims to Help Financial Advisers Achieve Independence Goals

May 3, 2024

FIQ Freedom is the latest addition to FusionIQ’s product suite on the FusionIQ One platform. FIQ Freedom empowers financial advisers...

SEC Obtains Monetary Judgment Against Unregistered Broker Tied to GPB Capital

May 3, 2024

The United States District Court for the Northern District of Texas granted the U.S. Securities and Exchange Commission’s request for...

Bluerock to Acquire Minority Stake in Townsend; Partnership to Expand Townsend’s Distribution to U.S. Private Wealth Channel

May 2, 2024

Bluerock entered into a definitive agreement for an investment in, and strategic partnership plans with The Townsend Group. Bluerock will...

LPL Financial Reaches $50 Million Settlement With SEC for Off-Channel Communications

May 2, 2024

LPL Financial says it has reached a settlement in principle with the U.S. Securities and Exchange Commission over its recordkeeping...

SFA Partners Appoints Industry Vet, Current COO as President

May 2, 2024

SFA Partners, a family of financial service companies, has promoted Jamie Mackay to the position of president. In addition to...

Walton Global Launches Texas Growth 1 DST, Seeks $4.7 Million Capital Raise

May 2, 2024

Global real estate investment and land asset management company Walton Global launched Texas Growth 1 DST, a private placement offering...

Diversify Advisor Network Launches Retirement Plan Advisory Services

May 2, 2024

Wealth management firm Diversify Advisor Network has launched its new Retirement Plan Advisory Services program. Leveraging the expertise of Todd...

Independent Broker-Dealer Channel Experiencing Financial Adviser Exodus

May 1, 2024

Financial advisers continue to transition toward independent channels. Over the past decade, the fastest rate of growth in adviser headcount...

Madison Capital Group Launches New Commercial Division

May 1, 2024

Madison Capital Group has launched Madison Commercial, a division aimed at expanding its retail platform with a focus on net...

Ex-Lincoln Financial Team With $860 Million in Assets Joins LPL

May 1, 2024

The advisers at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. The team joins...