Monthly Archives: May 2023

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Cetera Appoints Mike Durbin to CEO of Cetera Holdings

Cetera Holdings, the holding company of Cetera Financial Group, the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that it has appointed Mike Durbin as CEO. In addition, Durbin will serve as a membe...
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Belpointe OZ Announces A New Offering Designed For Broker-Dealers.

Belpointe PREP, LLC (NYSE American: OZ) (“Belpointe OZ” or the “Company”), the first and only publicly traded qualified opportunity fund (“QOF”), is pleased to announce the commencement of an offering to raise up to $750 million. Belpointe OZ anticipates using the offering proceeds to in...
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What Is a Virtual Data Room?

A virtual dataroom can be described as a secure online space that enables companies to share important business information with clients and investors on the internet. Virtual data rooms, also referred to as VDRs are utilized to conduct due diligence, M&A, and other transactions. This document ...
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Egan-Jones Assigns BBB Credit Rating to ARCTRUST Affiliate

ARCTRUST, a 38-year-old, fully integrated real estate company specializing in development, acquisition and joint-venture funding, announced today that an affiliate of ARCTRUST has been assigned an Investment Grade Credit Rating of BBB from Egan-Jones Rating Company. This is the third ARCTRUST affili...
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Former Sagepoint Advisor Joins LPL Financial

LPL Financial LLC announced today that financial advisor Jeff Hedberg and the team at Hedberg Wealth Management has joined LPL Financials’ broker-dealer, RIA and custodial platforms. He reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins ...
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Increased Dividend for Capital Square Apartment REIT

Capital Square Apartment REIT announced that its board of directors has authorized a daily distribution rate of $0.00138 per day per share on its outstanding common stock for the period commencing on April 1, 2023 and ending on June 30, 2023. Distributions payable to each stockholder of record durin...
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