Study: Affluent Investors Growing More Reliant on Advisors

October 19, 2023

The Wellington Group and TrustWealth Strategies Merge; Combine $750 Million in Assets

October 4, 2023

Crescent Capital Launches $2.5 Billion Non-Traded BDC

October 3, 2023

Crescent Grove Advisors Establishes New Alternative Investment Firm

August 30, 2023

Opportunity Zone Fund Raising Improves Quarter-Over-Quarter, But Still Sluggish

August 7, 2023

Oxford Park Income Fund Launched as a New Closed-End Tender Offer Fund

May 1, 2023

Study Finds Increasing Interest in Alternatives Among Family Offices

April 20, 2023

Novogradac Reports Continued Decline in Qualified OZ Investments

April 17, 2023

Report Shows Fundraising Moves to Alternative Industry

April 3, 2023

Opportunity Zone Funds Raised Nearly $10 Billion in 2022, But Cooled in 4Q22

February 8, 2023

Unregistered Investment Advisor Uses KPMG as Cover for Fraud Scheme

January 27, 2023

Research Reveals High-Net-Worth Investors Are Increasing Alts Allocation

January 19, 2023

SEC Enforcement Actions Increase 9% in 2022, Record Monetary Penalties Issued

November 16, 2022

SEC Loses Legal Battle Against Tennessee RIA

November 8, 2022

Multiple False Personas and Millions in Fraud

October 10, 2022

Starwood Hires Managing Director and Head of Hotel Acquisitions for the Americas

February 8, 2022

Pacific Oak Residential Trust Buys Portfolio of 196 Single-Family Rental Homes in Illinois

July 23, 2020

Pacific Oak Strategic Opportunity REIT Acquires Private REIT

July 9, 2020

Pacific Oak Strategic Opportunity REITs to Merge and Create $2.6 Billion REIT

February 21, 2020

Pacific Oak REITs Negotiate Potential Merger

January 30, 2020