‘We Hold These Truths to Be Self-Evident…’
July 4, 2024
In Congress July 4, 1776The unanimous Declaration of the thirteen united States of America, When in the Course of...
Rafael Novales
Articles
Navigating the Complexities of Reg BI: What Financial Advisers Need to Know
July 3, 2024
The regulatory environment for broker-dealers and investment advisers is getting more difficult by the day. Over the course of 2023,...
Financial Adviser Launches Generational Asset Planning Under LPL
July 3, 2024
Financial adviser Tre Panagos joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms last month. He reported serving approximately...
Fintech Company Equitybee to Provide RIAs Greater Access to Venture Investments
July 3, 2024
Equitybee, a fintech company and a startup employee stock options funding platform, launched the Venture Portfolio Fund, providing private investors...
BREIT Fulfills Repurchase Requests, Waiving Withdrawal Limits for Third Time
July 2, 2024
Blackstone Real Estate Income Trust Inc. – a publicly registered non-traded real estate investment trust sponsored by private equity giant...
Supreme Court Rules Against SEC in Jarkesy Case, Limiting Agency’s In-House Enforcement
June 27, 2024
The U.S. Supreme Court ruled today against the U.S. Securities and Exchange Commission in a dispute over the agency’s ability...
Directory Spotlight: Passco Companies
June 25, 2024
PREDEX Interval Fund Approved to Roll Into USQ Core Real Estate Fund
June 24, 2024
Real estate-focused interval fund PREDEX announced the approval of a reorganization of the fund with and into the Union Square...
Sponsored: Leveraging Commercial Real Estate as a Diversification Tool for Client Portfolios
June 24, 2024
In recent years, financial professionals have increasingly turned to commercial real estate as a valuable investment to diversify and strengthen...
NexPoint Launches $46 Million Self-Storage DST Offering
June 17, 2024
Alternative investments firm NexPoint has launched NexPoint Storage V DST, a Delaware statutory trust offering. The offering includes two Class...
Directory Spotlight: Carter Exchange
June 17, 2024
Sponsored: Tri-Land Equity Investor Fund – A Unique Investment Strategy Creating Additional Investor Yields
June 13, 2024
Executive SummaryIn the landscape of private placement investments, Tri-Land Equity Investor Fund produces an innovative investment approach. This white paper...
Capital Square REIT Launches $20 Million Preferred Stock Offering
June 10, 2024
Capital Square Housing Trust Inc., a real estate investment trust sponsored by Capital Square, is offering of up to two...
Directory Spotlight: Eagle Point Credit
June 10, 2024
Griffin Capital Adds Senior Vice President to Lead Western Sales
June 6, 2024
Alternative investment manager Griffin Capital Company LLC has hired Vincent Chiu as a senior vice president of wealth solutions, where...
JLL Income Property Trust Fully Subscribes $95 Million Diversified DST
June 5, 2024
JLL Income Property Trust, a daily net asset value, non-traded real estate investment trust with nearly $7 billion in portfolio equity and...
Directory Spotlight: Arden Group
June 4, 2024
Sila Realty Trust Receives Approval for Listing on the New York Stock Exchange
May 31, 2024
Sila Realty Trust Inc., a net lease real estate investment trust with a focus on healthcare assets, received approval to...
Nine Insurance Trade Groups File Suit Against DOL Fiduciary Rule
May 28, 2024
Nine insurance trade groups filed a lawsuit against the Department of Labor with the goal of overturning the agency’s Retirement...
