Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, announced today its collaboration with Nomura Private Capital in the launch of the firm’s first interval fund. Globally Nomura services ...

A New Jersey team that managed $180 million in client assets at Cetera Financial Group has affiliated with LPL Financial and is aligning with another LPL firm, Bleakley Financial Group, LPL announced Thursday. Amwell Ridge Wealth Management in Flemington was founded in 1996 by managing partner David...

Participant Capital Advisors, a real estate investment firm that manages private equity real estate vehicles, announced the launch of its latest fund: the Participant Capital Sun Belt Multifamily Development Fund 1 (the “Fund”). The Fund has a fundraising target of $250 million in commit...

NexPoint, a multibillion-dollar alternative investment platform, today announced the acquisition of two life sciences industrial properties located in Philadelphia, Pennsylvania, from Frontida Biopharm, LLC, a company in the Adare Pharma Solutions group, which is a global technology-driven contract ...

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...

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...

Forum Capital Advisors LLC (“Forum”), a Denver-based asset management firm, announced that it has closed on a $26 million preferred equity investment supporting the development of Tailor Apartments, a 384-unit multifamily project in Fort Myers, Florida. “We are thrilled to close th...

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...

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 ...

Adviser Investments and Ropes Wealth Advisors are combining their wealth management businesses to provide customized wealth solutions through a “planning-first, fiduciary-only model.” Adviser Investments is an independent registered investment advisor that serves families, businesses, foundation...