Rodin Global Property Trust Names New President
May 8, 2020
Rodin Global Property Trust Inc., a publicly registered non-traded REIT sponsored by Cantor Fitzgerald Investors, announced that Kenneth Carpenter tendered...
Stephanie Adamson
Articles
Great Lakes Fund Solutions Hires Managing Director of Business Development
May 8, 2020
Great Lakes Fund Solutions Inc., an administrator and transfer agent for alternative investment fund sponsors, has hired industry veteran Dan...
NexPoint Expands Sales Team with Latest Hires
May 8, 2020
NexPoint, an alternative investment platform and sponsor, has hired David Bulger as regional sales director for Florida and Georgia in...
Starwood REIT Lowers Monthly NAV Per Share
May 7, 2020
Starwood Real Estate Income Trust, Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, updated...
Franklin Templeton Buys FinTech Firm AdvisorEngine
May 7, 2020
Franklin Resources Inc. (NYSE: BEN), an investment management firm operating as Franklin Templeton, has purchased AdvisorEngine Inc., a digital wealth...
Inspired Healthcare Expands Team with Nine Hires
May 7, 2020
Inspired Healthcare Capital (IHC), a Regulation D private equity fund that focuses on senior housing real estate, has hired Mitch...
Madison Capital Expands Sales Team with Two New Hires
May 7, 2020
Madison Capital Group LLC, a manager of opportunistic and value-add real estate investments, has added Tiya Corrigan and John Napoleone...
Waddell & Reed Adds Four Financial Advisors to Network
May 7, 2020
Waddell & Reed Inc. has added four experienced financial advisors to its national network, with assets under administration totaling nearly...
CIM Launches $1 Billion Interval Fund
May 6, 2020
CIM Group has launched CIM Real Assets & Credit Fund, a new closed-end interval fund that seeks to raise up...
Sierra Income Corporation Terminates Mergers with Two Affiliated Companies
May 6, 2020
The board of Sierra Income Corporation, a non-traded business development company, has terminated its previously announced mergers with Medley Capital...
ShopOne Centers REIT Appoints Chief Operating Officer and SVP of Property Management
May 6, 2020
ShopOne Centers REIT Inc., a private real estate investment trust that invests in grocery-anchored shopping centers, has promoted Bob Dake...
FINRA Warns of Fake Phishing Emails Purporting to be from FINRA Officers
May 6, 2020
The Financial Industry Regulatory Authority has warned member firms of a widespread, ongoing phishing campaign that involves fraudulent emails purporting...
Capital Square Expands Development Team with Latest Hire
May 5, 2020
Capital Square, an investment sponsor specializing in tax-advantaged real estate offerings, has hired Michael Ollinger as vice president of construction...
LPL Recruits $3 Billion Team from Securities America
May 5, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added approximately 100 financial professionals affiliated with JFC Financial Services, including...
SEC Clarifies When Using “Advisor/Adviser” Violates Regulation Best Interest
May 5, 2020
The Securities and Exchange Commission provided clarification on its updated Regulation Best Interest frequently asked questions on the use of...
SEC Provides Temporary Relief to Small Businesses Via Expedited Crowdfunding Offerings
May 5, 2020
The Securities and Exchange Commission has provided temporary, conditional relief for established smaller companies affected by COVID-19 that may look...
Carter Validus Mission Critical REIT II Partially Suspends Share Repurchase Program
May 4, 2020
The board of Carter Validus Mission Critical REIT II, a publicly registered non-traded real estate investment trust, has partially suspended...
U.S. Energy Names Director of Business Development
May 4, 2020
U.S. Energy Development Corporation, a sponsor of direct oil and natural gas investments, has promoted Duncan VanDurme to director of...
NES Financial Acquired By UK-Based JTC
May 4, 2020
NES Financial, a provider of specialty financial administration, has been acquired by JTC PLC, a UK-based provider of fund, corporate...
Ameriprise Adds Former Morgan Stanley Team With $321 Million in Assets
May 4, 2020
Financial advisors Ron Phelps and Jacob Hamus recently joined the employee channel of Ameriprise Financial (NYSE: AMP) after spending 24...
