Rafael Novales

Articles

Prospera Financial Grows Its Network With $650 Million AUM CA Firm

February 16, 2024

Charles Painter, David Smith, Jeffrey Amberg, and Kallie Rawson of Painter, Smith & Amberg Inc. have joined Prospera Financial Services...

Greenbacker’s Appaloosa Energy Asset Enters Commercial Operation

February 16, 2024

Greenbacker Capital Management, an asset manager and sponsor of investment vehicles focused on renewable energy, announced that its 240 MWdc...

Crew Campus, Formerly Versity Student Housing REIT, Acquires First Asset Near Baylor

February 15, 2024

Versity Invest LLC, a privately held California-based real estate company, announced that its private Versity Student Housing REIT Inc. has...

iCapital Debuts Tool to Aid Advisers in Recommending Alts Within Portfolios

February 15, 2024

iCapital, a global fintech platform powering the alternative investment marketplace, debuted a portfolio construction tool called Architect. With the launch,...

Cetera Recruits $120 Million AUA Adviser from Triad

February 15, 2024

Cetera Financial Group announced the addition of Don McDonald to Cetera Financial Specialists. McDonald provides comprehensive financial planning and investment...

U.S. House to Hold Second Hearing on DOL’s New Proposed Fiduciary Rule

February 14, 2024

The U.S. House of Representatives will hold its second hearing of the year to examine the Department of Labor’s proposed...

American Healthcare REIT CEO Explains Public Pricing, Future Opportunities

February 14, 2024

American Healthcare REIT (NYSE: AHR) – formerly a publicly registered, non-traded real estate investment trust – hosted a webcast this...

LPL Financial to Acquire $100 Billion-Asset Atria Wealth Solutions

February 14, 2024

LPL Financial Holdings Inc. (NASDAQ: LPLA) announced that the firm has entered into a definitive purchase agreement to acquire Atria...

Cove Capital Launches DST Offering in Birmingham

February 14, 2024

Cove Capital Investments LLC, a Delaware statutory trust sponsor company, announced that the company’s Eastwood Village Opportunity 71 DST has...

Commonwealth Reports Another Record Recruiting Year in 2023

February 14, 2024

In a recap of recruiting results for 2023, Commonwealth Financial Network onboarded 292 advisers to both new and existing practices...

SEC Obtains Final Judgment in $1.6 Million Securities Fraud

February 14, 2024

The Securities and Exchange Commission obtained final judgments against John Feloni and his company Stock Squirrel Inc. Among other things,...

Directory Spotlight: LTL Multifamily

February 14, 2024

Peachtree Group Successfully Closes Third DST With TN Hotel

February 13, 2024

Peachtree Group, a commercial real estate investment firm with a $6.4 billion portfolio of equity and debt investments, announced the...

Griffin Capital Breaks Ground on 22nd Qualified Opportunity Zone Development

February 13, 2024

Griffin Capital Company LLC and its joint venture development partner, Fairfield Residential, broke ground on 2300 North Tryon, a 307-unit...

ARCTRUST III Announces New Class I Share

February 13, 2024

Real estate investment trust ARCTRUST III, announced the addition of shares of Class I common stock to its offering of...

Rockefeller Adds Former Morgan Stanley Team to Its Private Wealth Business

February 13, 2024

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, recently added Variant Path Group, a 10-person team...

Sponsored Content: Boosting Its Tech, Leitbox Acquires Remote Management Solutions

SEC Fines 16 Firms $81 Million Over Off-Channel Communications

February 12, 2024

The Securities and Exchange Commission charged five broker-dealers, seven dually registered broker-dealers and investment advisers, and four affiliated investment advisers...