LPL Financial LLC announced today that financial advisor Matthew Holbrook, CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Coastline Wealth Advisory of LPL Financial. He reported having served approximately $385 million in advisory, brokerage and retirement pla...

LODAS Markets, the third-largest alternatives market operator in the U.S., today announced four Walton Global funds are available for trading, marking the first listing of private limited partnerships available to accredited investors on the LODAS marketplace. Walton, a global real estate investment...

DST Farmland has formally launched Central Washington Farms DST through the AcreTrader platform. DST Farmland enables Section 1031 exchange investors to engage in farmland investment opportunities that have the potential to deliver above market returns and long-term capital appreciation, while simul...

Williams Mullen is pleased to announce the addition of 10 attorneys from Richmond-based law firm, KVCF, a nationally recognized business law firm focused on REITs and real estate finance transactions, public and private capital markets, and higher education. Richard “Chip” P. Cunningham,...

Stratos Wealth Holdings (Stratos) today announced it has named Phil Nuttall as Chief Operating Officer effective immediately. Nuttall joins Stratos with over a decade of wealth management executive experience. Most recently, he served as the Senior Vice President, Enterprise Alliances for LPL Financ...

Blackstone Group is selling a 22% stake in Bellagio, which is operated by MGM Resorts under a long-term lease, in a deal that values the asset at $5.1 billion, the Wall Street Journal reported on Friday. Realty Income, which owns more than 13,000 properties in the U.S. and Europe, is paying $300 mil...

Berthel Fisher Companies (Berthel Fisher) – a Cedar Rapids, IA-based, full-service independent financial services firm serving the needs of growth-oriented financial advisors and RIAs – today announced the successful recruitment of MP Butterworth & Associates, a Reading, Pa-based firm with a...

Greenbacker Renewable Energy Company LLC (“GREC” or “Greenbacker”), a leading climate-focused investment manager and independent power producer, has purchased, through a wholly owned subsidiary, three solar projects totaling 12 MWdc in southwestern Colorado from OneEnergy Renewables (“OneE...

Wells Fargo (WFC.N) has agreed to pay a $35 million civil penalty to settle U.S. charges that the company overcharged advisory fees, the Securities and Exchange Commission (SEC) said on Friday. The SEC said it charged Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC f...

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