CoastalOne, an exclusive wealth management firm, has announced the appointment of Kevin M. Keefe, CFA®, as Chief Executive Officer. With more than 30 years of wealth management experience, Mr. Keefe will use his extensive executive expertise to develop and execute a growth strategy for CoastalOne t...

The U.S. Securities and Exchange Commission (SEC) has initiated legal proceedings against Josh S. Verne over allegations of orchestrating a fraudulent scheme worth approximately $30 million. This scheme is believed to have ensnared more than 100 investors, with a significant number hailing from the ...

Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced today it has broken ground on Livano Knoxville, an approximately 348-unit Class A multifamily community in a qualified opportunity zone i...

iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, the groundbreaking platform connecting financial advisors with alternative investment opportunities offered by the world’s leading inve...

The True Life Companies (TTLC) , a real estate investment firm focused on repurposing underutilized property to create new attainable housing options in high-need U.S. markets, announced that Brendan McLaughlin has been promoted to senior vice president, national sales manager of wholesale operation...

Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that the advisors of Ronin Wealth Management have joined Cetera Advisors. Managing Director and Wealth Management ...

CION Ares Management LLC, a joint venture between affiliates of CION Investments (“CION”), a leading manager of alternative investment solutions for individual investors, and Ares Management Corporation (“Ares”), a leading global alternative investment manager, announced that the CION Ares D...

Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of multifamily communities, announced today that its offering, CS1031 Hunter’s Chase DST, has been fully subscribed. The Regulation D private placement, whic...

Cetera Holdings bought The Retirement Planning Group, a registered investment advisory firm with $1.4 billion in assets. The acquisition of a pure RIA is a first for Cetera, which owns a network of independent broker-dealers. The deal expands the company’s affiliation options for financial advisor...

House lawmakers Monday unanimously approved legislation that would increase the number of investors who can buy private securities by expanding the criteria beyond income and wealth. One of the bills, the Fair Investment Opportunities for Professional Experts Act, would deem as accredited investors ...