Cetera’s Summit Financial Networks Lures $312 Million Practice from LPL
February 20, 2024
Cetera Financial Group announced the addition of Regal Wealth Advisors to Summit Financial Networks, a part of Cetera Advisor Networks...
Rafael Novales
Articles
AltsWire Welcomes Vint as New Directory Sponsor
February 20, 2024
Why We Honor George Washington
February 19, 2024
Why do we honor George Washington as the Father of our Nation? Why are there countless memorials and statues commemorating...
Ares Industrial REIT’s NAV Slips 1.7% in January
February 16, 2024
Ares Industrial Real Estate Income Trust Inc., a monthly net asset value REIT sponsored by Ares Wealth Management Solutions, reported...
KKR Report Says Leading Family Offices Plan to Allocate More to Alternatives in 2024
February 16, 2024
Based on a proprietary survey of more than 75 chief investment officers who oversee more than $3 billion in assets,...
FINRA Fines Morgan Stanley $1.6 Million for Municipal Securities Violations and Related Failures
February 16, 2024
The Financial Industry Regulatory Authority has fined Morgan Stanley Smith Barney LLC $1.6 million for the firm’s repeated failures to timely close...
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...
