ExchangeRight Fully Subscribes $41.9M Net-Leased All-Cash 17 DST

April 28, 2026

Savant Wealth Management Adds $6 Billion Exencial Wealth Advisors

April 2, 2026

Ohio Pair Formerly Serving $2B in Client Assets Join Linsco by LPL Financial

January 27, 2026

Cottonwood Communities Closes on $500M RealSource Properties Acquisition

December 21, 2025

Invesco Real Estate Income Trust Fully Subscribes $87M DST Offering

December 18, 2025

Sculptor REIT Pads Industrial Portfolio With $122M Distribution Center Acquisition

October 20, 2025

Former VALIC Financial Adviser Launches Independent Firm With Osaic OSJ

September 24, 2025

Ex-Cetera Team With $715M in Assets Joins LPL’s Broker-Dealer

August 28, 2025

MAI Capital, Evoke Advisors Combine RIAs to Manage $60M in Assets

August 27, 2025

Starboard Realty Advisors Announces Second DST Offering in Columbus Market

August 22, 2025

Cottonwood Communities, RealSource Properties Enter Into Merger Agreement

June 26, 2025

LPL’s Momentum Wealth Partners Adds $850M-Asset Team From Cetera

May 22, 2025

Sanctuary Wealth Launches 1280 Financial Partners in $2B Transition From UBS

May 9, 2025

Qualified Opportunity Funds Surpass $40 Billion Equity Mark

February 3, 2025

RealSource Properties REIT Attributes End-of-Year NAV Decline to Ohio Property

January 12, 2025

Starboard Realty Advisors Announces Launches $28.1M DST Offering in Ohio

December 19, 2024

Kestra Private Wealth Services Adds $427M Ohio-Based Arc Private Wealth

December 9, 2024

BREIT Sells Eight-Property $845 Million Portfolio to Brookfield Properties

November 25, 2024

LPL Lures Ex-Osaic, Cincinnati Team Serving $800 Million in Assets

October 24, 2024

LPL Financial Recruits Firms Serving Greater Than $1 Billion in Assets From Wedbush and Osaic

September 26, 2024