Money Matters, a firm that managed $250 million at Cetera, has joined LPL Financial, the firm announced Monday. Money Matters has offices in Tampa, Florida, and Gadsen, Alabama. It was founded by its CEO, Ron Clark. Clark, advisor George Brkljacic and seven staffers are making the move to LPL. Clark...

“The first trade of Class D BREIT shares was executed in the LODAS marketplace at $14.42, which is equal to January’s NAV and just below February’s NAV of $14.47,” said Brian King, LODAS Markets CEO. “This is big news for investors as BREIT capped redemptions for the fo...

Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced today the launch of Capital Square Living, a wholly owned subsidiary that will oversee all management functions of the company’s gr...

Minneapolis: INET Portal, a fintech platform from Investment.net, is swiftly gaining traction in the alternative business industry. INET Portal has over 65 active offerings and sold more than $240K of leads within one month of its launch. INET Portal brings registered reps, sponsors, and broker-deal...

The Securities and Exchange Commission today charged Darius Karpavicius, of Lithuania, with orchestrating an offering fraud that raised more than $4 million from approximately 64 retail investors, much of which Karpavicius used for personal benefit such as cash withdrawals and investments in crypto ...

Strategic Storage Growth Trust III, Inc. (“SSGT III”), a private company sponsored by an affiliate of SmartStop Self Storage REIT, Inc. (“SmartStop”) that intends to qualify as a real estate investment trust, announced the acquisition of an approximately 78,000 net rentable square foot stora...

LaSalle St., a family of wealth management firms encompassing independent broker-dealer and two registered investment adviser (RIA) platforms, today announced former UBS Financial Services Vice President Cari Schulz has joined the firm as an advisor-owner under its new advisor-ownership program. Ms....

Despite the market turbulence last year, private investments were more resilient to rising interest rates and inflation than their public market counterpartsm according to a market overview by Conshohocken, Pa.-based Hamilton Lane, a leading private equity firm. The report concluded that private equ...

LPL Financial LLC announced today that financial advisor Nick Lalonde CFP®, CEPA®, has launched an independent practice and joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, ...

In anticipation of its intended listing on the New York Stock Exchange, Griffin Realty Trust today announced it has changed its name to Peakstone Realty Trust (the “Company”), effective today. In addition, the Company is implementing a 1-for-9 reverse share split with respect to each class of it...