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...
Rafael Novales
Articles
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: Boosting Its Tech, Leitbox Acquires Remote Management Solutions
February 13, 2024
Leitbox Storage Partners LLC has made another commitment to technology to bolster its competitive edge. Recently, Leitbox Storage Partners announced...
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...
SEC Launches Formal Investigation Regarding Silver Star Properties REIT
February 12, 2024
Silver Star Properties REIT Inc. announced that the Securities and Exchange Commission issued a formal order of investigation related to...
Guest Contributor: Academic Study Finds Non-Traded NAV REITs Can Provide ‘Economically Large Alphas’
February 12, 2024
For many years, retail investors had limited opportunities to invest in private real estate in the same way as the...
NexPoint Offers Statement on UDF IV Bylaw Change and Litigation
February 12, 2024
NexPoint Advisors L.P., a Dallas-based alternative investments firm, commented on both recent corporate bylaw amendments enacted by United Development Funding...
Stifel Continues Growth With Four-Adviser Team in Washington State
February 12, 2024
Columbia Crest Financial Advisors has joined Stifel Financial Corp.’s independent contractor broker-dealer subsidiary, Stifel Independent Advisors LLC. Columbia Crest Financial Advisors...
AltsWire Welcomes Tri-Land Properties as New Directory Sponsor
February 12, 2024
Non-Listed BDCs Finish 2023 Strong, Still Trail Listed Counterparts
February 9, 2024
Non-listed business development companies had a combined aggregate net asset value of $60.8 billion, a year-over-year increase of nearly 50%....
