CI Financial to Buy Majority Stake in $4.7 Billion RIA
November 25, 2020
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to...
Stephanie Adamson
Articles
Nuveen Global Cities REIT Declares Flat Net Asset Value Per Share
November 25, 2020
Nuveen Global Cities REIT Inc., a publicly registered non-traded real estate investment trust, has declared its net asset value per...
Black Creek Industrial REIT IV Declares Flat Monthly Net Asset Value Per Share
November 24, 2020
Black Creek Industrial REIT IV Inc., a publicly registered non-traded real estate investment trust, has updated the monthly per share...
FINRA Charges Former RBC Analyst with Submitting Phony Expenses
November 24, 2020
The Financial Industry Regulatory Authority has started disciplinary proceedings against former RBC Capital Markets analyst, Ji Jun Yang, who is...
LPL Recruits $1 Billion Team from Securities America
November 24, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Verus Capital Partners, a large enterprise firm with approximately 30...
Beacon Pointe Advisors Acquires CBD Wealth Management
November 24, 2020
Beacon Pointe Advisors, a registered investment adviser headquartered in Newport Beach, California, has purchased CBD Wealth Management, a wealth management...
CIM Income NAV Declares Slightly Lower NAV Per Share for October
November 23, 2020
CIM Income NAV Inc., a publicly registered non-traded real estate investment trust formerly known as Cole Real Estate Income Strategy...
Sila Realty Trust Reports Third Quarter 2020 Results
November 23, 2020
Sila Realty Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Carter Validus Mission Critical REIT...
Bluerock Residential Growth REIT to Partially Redeem Series A Preferred Stock
November 23, 2020
Bluerock Residential Growth REIT Inc., a publicly-traded real estate investment trust, plans to redeem nearly 2 million shares of its...
Former RBC Trio Launch New Practice with LPL Financial
November 23, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors George Chardukian, Adam Goldstein, and Maria Peralta have...
Watermark Lodging Trust Declares Post-Merger NAV Per Share
November 20, 2020
Watermark Lodging Trust, a self-managed non-traded real estate investment trust created by the April 2020 merger of Carey Watermark Investors...
Alternative Investment Exchange Hires Director of Sales
November 20, 2020
Alternative Investment Exchange (AIX), a financial technology services provider focused on non-traded alternative investments, has hired Michelle Browning as director...
JLL Income Property Trust Completes Financing for Multifamily DST Property Near Phoenix
November 20, 2020
JLL Income Property Trust, a daily net asset value real estate investment trust, has completed financing for a recently developed...
Nuveen Global Cities REIT Expands Property Portfolio with Three Acquisitions
November 20, 2020
Nuveen Global Cities REIT Inc., a publicly registered non-traded real estate investment trust, has purchased an industrial property near Boston...
LaSalle St. Recruits $225 Million Hybrid from LPL Financial
November 20, 2020
LaSalle St., a family of wealth management firms, has recruited JFR Financial Services, a Michigan-based firm that oversees $225 million...
Private Advisor Group Appoints Robert Moore as Chief Executive Officer
November 19, 2020
Private Advisor Group, the largest hybrid registered investment adviser on LPL Financial’s platform with $21 billion in asset under management,...
Feds Arrest Alleged Ponzi Schemer Who Fled in Underwater Submersible Device
November 19, 2020
Federal agents have arrested unregistered investment adviser, Matthew Piercey, creator of investment companies Family Wealth Legacy and Zolla, who was...
Red Oak Provides Nearly $5.5 Million in Financing for Multifamily Complex in Kansas
November 19, 2020
Red Oak Financial, a Michigan-based private equity company, funded a $5.5 million fixed-rate bridge loan for the purchase of Deer...
CI Financial Begins Trading on NYSE, Completes Another RIA Acquisition
November 19, 2020
CI Financial Corp. (TSX: CIX), a dual-listed investment and wealth management company based in Canada, has completed the acquisition of...
Starwood REIT Declares Slightly Lower NAV Per Share for October
November 18, 2020
Starwood Real Estate Income Trust, Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, updated...
