&Partners Adds Three Adviser Teams With $1.6 Billion in Combined Assets
June 19, 2026
&Partners, the St. Louis-based hybrid broker-dealer and registered investment adviser founded by former Wells Fargo Advisors executives, has added three...
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
Oaktree BDC Avoids Proration in Q2 as Demand Eases to 4.5%
June 17, 2026
Oaktree Strategic Credit Fund received tender requests for approximately 4.5% of shares outstanding in its second-quarter repurchase offer, coming in...
Morningstar Teams With Apollo, Franklin Templeton, J.P. Morgan on Public/Private Model Portfolios
June 17, 2026
Morningstar Wealth is partnering with Apollo, Franklin Templeton, and J.P. Morgan Asset Management to develop a suite of public/private model...
Phoenix American Hospitality, President to Pay $709,352 in SEC Hotel Fund Fraud Settlement
June 17, 2026
The U.S. Securities and Exchange Commission has filed a settled enforcement action against Phoenix American Hospitality, LLC, a Dallas-based manager...
Invesco CRE Debt Fund Tops $6B After $480M in May Originations
June 17, 2026
Invesco Commercial Real Estate Finance Trust, or INCREF, closed nearly $480 million in new loan originations in May 2026, pushing...
MacKenzie Launches Mini-Tender for NHP Shares at 47% Discount to Nasdaq Price
June 16, 2026
National Healthcare Properties Inc.'s board of directors declined to make a recommendation after MacKenzie Capital Management LP launched an unsolicited...
Ares Nontraded REITs Post May NAV Gains, Satisfy All Redemption Requests
June 16, 2026
Ares Real Estate Income Trust and Ares Industrial Real Estate Income Trust, the two nontraded perpetual-life real estate investment trusts...
FinCEN Clears Broker-Dealers, RIAs to Share Suspected Fraud Data in Real Time
June 16, 2026
The Financial Crimes Enforcement Network, or FinCEN, updated its guidance on inter-institutional information sharing last week, clarifying that broker-dealers and...
FINRA Issues $125K Fine to Edward Jones for Failing to Report 2.7M Fractional Share Trades
June 16, 2026
Edward D. Jones & Co., L.P. agreed to a $125,000 fine and censure to settle FINRA charges that the firm...
Procaccianti Hotel REIT A-Share NAV Falls 17% as Adviser Fee Cap Removed
June 15, 2026
The Class A stockholders of Procaccianti Hotel REIT saw their net asset value per share fall 17% in the past...
LPL Financial Adds Three Adviser Teams Managing $565 Million
June 15, 2026
Three financial adviser teams managing approximately $565 million in combined client assets have joined LPL Financial's broker-dealer and registered investment...
Mismatched Compliance Lexicon Led to Thousands of Unreported Complaints at Merrill Lynch, FINRA Finds
June 15, 2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated failed to report thousands of written customer complaints to the Financial Industry Regulatory...
HPS Corporate Lending Fund Sees Q2 Redemption Requests Jump to 13.3%
June 12, 2026
HPS Corporate Lending Fund said second-quarter repurchase requests totaled approximately 13.3% of shares outstanding as of March 31, 2026 –...
FINRA Suspends Cambridge Rep Over Concealed Investment Referral Arrangement
June 12, 2026
A registered representative at Cambridge Investment Research has been suspended for three months and fined $5,000 by the Financial Industry...
BlackRock Private Credit Fund Repurchase Requests Exceed 5% Cap for First Time Since Inception
June 12, 2026
BlackRock Private Credit Fund reported that second-quarter repurchase requests totaled approximately 5.3% of shares outstanding as of March 31, 2026,...
Inspired Healthcare Capital Auction Pushed to July 29 as Strong Buyer Interest Extends Stalking Horse Deadline
June 11, 2026
Inspired Healthcare Capital Holdings has pushed its court-supervised asset auction to July 29 and extended its stalking horse bidder designation...
Capital Square Rolls Out All-Cash DST on Two Texas Active-Adult Cottage Communities
June 11, 2026
Capital Square has launched CS1031 Texas Active Living Portfolio II, DST, a Delaware statutory trust offering structured as an all-cash...
Walton Global Adds 525 Builder-Direct Lots in Three States
June 11, 2026
Walton Global, a land asset management company and sponsor of private placement investments, acquired 525 residential lots across eight properties in...
Retiring Advisers Drive RIA M&A as Channel Nears $4 Trillion, Cerulli Says
June 11, 2026
More than 26,000 financial advisers are projected to retire over the next decade, representing the largest addressable acquisition market in...
Cove Capital Buys Kentucky Grocery-Anchored Retail Center for $5.3M DST Offering
June 11, 2026
Cove Capital Investments has acquired a grocery-anchored retail shopping center in Princeton, Kentucky on behalf of its Princeton KY Opportunity...
