Rafael Novales
Articles
Bain Capital to Buy Wealth Management Tech Firm Envestnet for $4.5 Billion
July 11, 2024
Wealth management technology company Envestnet Inc. has entered into a definitive agreement to be acquired by Bain Capital in a...
Coldstream Merges With Portland-Based Arnerich Massena to Reach $10 Billion AUM
July 9, 2024
Coldstream Capital Management Inc. has combined with Arnerich Massena Inc., a Portland, Ore.-based investment advisory firm managing approximately $2 billion...
Directory Spotlight: FactRight
July 8, 2024
Hamilton Point Acquires Houston Four-Property Portfolio for $195 Million
July 5, 2024
Real estate private equity firm Hamilton Point Investments LLC acquired a four-property Houston apartment portfolio totaling 1,174 apartment units, which...
Independence Day: A Celebration of Human Liberty
July 4, 2024
Today we celebrate Independence Day, an annual holiday that for many revolves around fireworks and barbecues. July 4th, 1776 –...
‘We Hold These Truths to Be Self-Evident…’
July 4, 2024
In Congress July 4, 1776 The unanimous Declaration of the thirteen united States of America, When in the Course of...
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 Summary In the landscape of private placement investments, Tri-Land Equity Investor Fund produces an innovative investment approach. This white paper...
