SEC Files Fraud Charges Against Estate of Deceased Massachusetts Adviser
April 2, 2026
The U.S. Securities and Exchange Commission filed a formal complaint in the U.S. District Court for the District of Massachusetts...
Mari Nicholson
Mari Nicholson is the managing editor of AltsWire. She reports on alternative investments for retail investors that are distributed via broker-dealers and registered investment advisers, as well as topics that affect these investors, financial advisers, and sponsors. Alternative investment funds covered by AltsWire include real estate investment trusts, business development companies, interval funds, closed-end funds, Delaware statutory trusts, utilized for tax-advantaged 1031 exchanges, qualified opportunity zone funds, as well as other unlisted publicly registered offerings and private placement investments.
Articles
Savant Wealth Management Adds $6 Billion Exencial Wealth Advisors
April 2, 2026
Savant Wealth Management, a fee-only registered investment adviser, announced a landmark partnership with Oklahoma City-based Exencial Wealth Advisors. The deal...
KBS REIT III Sells Salt Lake City Office Building to Reduce Debt Load
April 1, 2026
KBS Real Estate Investment Trust III, Inc. – a publicly registered non-traded REIT – has sold the Salt Lake Hardware...
T. Rowe Price Appoints Bill Cashel as Head of Alternatives for U.S. Wealth
April 1, 2026
T. Rowe Price has appointed Bill Cashel as Head of Alternatives for U.S. Wealth as the firm expands its private...
Hamilton Lane Launches Credit Interval Fund, Converts Infrastructure Vehicle
April 1, 2026
Hamilton Lane Credit Income Fund began its initial offering phase Wednesday after the U.S. Securities and Exchange Commission declared the...
FINRA Debuts Financial Intelligence Fusion Center to Combat Cyber Fraud
April 1, 2026
In a move to fortify the securities industry against an evolving landscape of digital threats, the Financial Industry Regulatory Authority...
Janus Henderson Completes Richard Bernstein Advisors Acquisition
April 1, 2026
Janus Henderson Investors (NYSE: JHG) has completed its acquisition of Richard Bernstein Advisors, a macro-focused multi-asset investment manager. The deal...
Orizon Wealth Management Transitions $250M in Assets to Arkadios Capital
April 1, 2026
Orizon Wealth Management, a Utah-based independent firm, has transitioned approximately $250 million in assets under advisement to Arkadios Capital, a...
Southwestern Asset Management Launches $12M Livestock Leasing Offering
March 31, 2026
Southwestern Asset Management, a Texas-based sponsor of investments in essential assets, has launched Southwestern Livestock Leasing 2026 LLC, a Regulation...
Bluerock Value Exchange Issues $3.4M in Special Distributions Across DST Programs
March 31, 2026
Bluerock Value Exchange paid more than $3.4 million in special distributions to investors across its actively managed Delaware statutory trust...
Easterly Asset Management Names Kevin Heckman SVP of Mid-Atlantic Sales
March 31, 2026
Easterly Asset Management has named Kevin Heckman as senior vice president of sales for the Mid-Atlantic region. In this role, Heckman...
U.S. Energy Promotes Aaron Thesman to General Counsel
March 31, 2026
U.S. Energy Development Corporation has promoted Aaron Thesman to general counsel. “Aaron has been an integral part of our leadership team...
Capital Square Fully Subscribes $10.4M Build-for-Rent DST Near Miami Stadium
March 31, 2026
Capital Square, a sponsor of tax-advantaged real estate investments and a national developer and manager of housing communities, has fully...
PREP Exchange Launches First Debt-Free DST With Vermont Net Lease Property
March 30, 2026
PREP Exchange, an affiliate of PREP Property Group LLC, has launched its first Delaware statutory trust offering with PREP Essential...
DOL Proposes Safe Harbor for Alternative Investments in Retirement Plans
March 30, 2026
The Department of Labor has published a proposed rule that would establish a safe harbor for fiduciaries who include alternative...
CIM OZ Fund Posts $78.7M Profit on Solar Lease Gain, Completes WEPCO Consolidation
March 30, 2026
CIM Opportunity Zone Fund L.P. reported net income of $78.7 million for fiscal year 2025, swinging from a $6.6 million...
ExchangeRight Name Scott Dixon SVP of Pacific Northwest Region
March 30, 2026
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust offerings, has announced the appointment of Scott...
SmartStop’s Strategic Storage Trust VI Reaffirms $10 NAV Per Share Amid Canadian Expansion
March 30, 2026
Strategic Storage Trust VI Inc., also known as SST VI, a publicly registered non-traded real estate investment trust sponsored by...
Origin IncomePlus Fund Invests in Multifamily Community Joint Venture in Phoenix Area
March 30, 2026
Construction has begun on The Ellison, a 380-unit multifamily community located in Chandler, Ariz. The project is a joint venture...
NAV BDCs Return More Than $5.8B in Q1 Liquidity as Proration Hits for First Time
March 27, 2026
Net asset value business development company sponsors have delivered more than $5.8 billion in liquidity to investors so far in...
