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Cetera Jumps Into RIA M&A Market, Buys $1.4 Billion Firm

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...
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AR Global and Blackwells Capital End War Over GNL and RTL

NEW YORK–(BUSINESS WIRE)–Global Net Lease Inc. (NYSE: GNL, “GNL”) and The Necessity Retail REIT Inc. (NASDAQ: RTL, “RTL”) – together with their respective advisors and property managers and AR Global – today announced that they have entered into a cooperation ...
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Caliber Announces Expansion of Capital Markets Initiatives

CaliberCos Inc. (NASDAQ: CWD), a leading vertically integrated alternative asset manager, today announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal who...
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Belpointe PREP, LLC Announces Initial NAV Per Class A Unit

Belpointe PREP, LLC (NYSE American: OZ) (“Belpointe OZ” or “the Company”), a publicly traded qualified opportunity fund, today announced its unaudited quarterly net asset value (“NAV”) as of March 31, 2023 of $351.7 million or $99.82 per Class A unit. “We are pleased to present our ini...
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