LPL Financial Adds $120 Million Team to BD and RIA Platforms
April 1, 2019
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Seacoast Financial Network to its broker-dealer and corporate registered investment...
Stephanie Adamson
Articles
Wells Fargo’s Tim Sloan Abruptly Steps Down as President and CEO
March 29, 2019
Wells Fargo & Company’s (NYSE: WFC) chief executive officer and president Timothy Sloan has stepped down as CEO, president, and...
Lightstone Launches Opportunity Zone Platform with Former Goldman Sachs Partner
March 29, 2019
National real estate investor and developer Lightstone has partnered with wealth management consulting firm The PKS Group, to purchase and...
AR Global’s Healthcare Trust Amends Share Repurchase Date
March 29, 2019
The board of Healthcare Trust Inc., a publicly registered non-traded real estate investment trust sponsored by AR Global, has amended...
Strategic Storage Trust IV Buys New Jersey Self-Storage Facility for $30 Million
March 29, 2019
Strategic Storage Trust IV Inc., a publicly registered non-traded real estate investment trust sponsored by SmartStop Asset Management, has purchased...
Best-Selling Author Dr. Kerry Johnson to Keynote ADISA’s 2019 Spring Conference
March 29, 2019
ADISA, a trade association representing the alternative and direct investment industry, announced that best-selling author Dr. Kerry Johnson will be...
SEC Bars Former Questar Rep Serving Time for 15-Year Ponzi Scheme
March 28, 2019
The Securities and Exchange Commission has barred a former Questar Capital registered representative currently serving 11 years in prison for...
InvenTrust Urges Shareholders to Reject MacKenzie Tender Offer
March 28, 2019
InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, is urging shareholders to reject an unsolicited tender offer...
Belpointe Discloses Fee Structure for Private Opportunity Zone REIT
March 28, 2019
Belpointe REIT, a Regulation A real estate investment trust that plans to invest in assets located in qualified opportunity zones,...
NFP to Buy Bronfman Rothschild to Create $10 Billion RIA
March 27, 2019
NFP Corp., an insurance broker and provider of wealth management, retirement and estate planning services, plans to acquire wealth advisory...
Cole Credit Property Trust IV Lowers NAV Per Share, Appoints New Director
March 27, 2019
The board of Cole Credit Property Trust IV Inc., a publicly registered non-traded real estate investment trust, has approved an...
American Realty Capital New York City REIT Changes Name
March 27, 2019
American Realty Capital New York City REIT, a publicly registered non-traded real estate investment trust sponsored by AR Global Investments...
Scaramucci’s SkyBridge Selects Fund Administrator for Opportunity Zone REIT
March 27, 2019
SkyBridge Capital, an alternative investment firm co-founded by Anthony Scaramucci, has selected BNY Mellon to be the sole provider of...
Cole Office & Industrial REIT Increases NAV Per Share
March 26, 2019
The board of Cole Office & Industrial REIT (CCIT II) Inc., a publicly registered non-traded real estate investment trust, has...
SEC Charges Private Placement Sponsor with Overcharging Fees in Alleged Multi-Year Fraud
March 26, 2019
The Securities and Exchange Commission has charged registered investment adviser Direct Lending Investments LLC with a multi-year fraud that resulted...
L’Auberge de Sonoma Resort Fund Completes $20 Million Offering, Announces Overallotment
March 26, 2019
The L’Auberge de Sonoma Resort Fund LLC, a private placement offering sponsored by IMH Financial Corporation, has completed its $20...
New Orleans Redevelopment Fund Launches Opportunity Zone Fund
March 26, 2019
New Orleans Redevelopment Fund (NORF), a real estate developer and sponsor of private placement offerings, has launched the NORF 3...
Advisor Group Expands Executive Leadership Team
March 26, 2019
Advisor Group, a network of independent wealth management firms, has appointed Lori Love to the newly-created role of chief customer...
AR Global’s American Finance Trust Launches $30 Million Preferred Stock Offering
March 25, 2019
American Finance Trust Inc. (Nasdaq: AFIN), a former non-traded real estate investment trust sponsored by AR Global, has launched an...
Resource Apartment REIT III Increases NAV Per Share
March 25, 2019
The board of Resource Apartment REIT III Inc., a publicly registered non-traded real estate investment trust, has approved an estimated...
