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Monthly Archives: February 2018

KMS Financial Appoints Ford as President

KMS Financial Services Inc., an independent advisory and brokerage firm and a wholly-owned subsidiary of Ladenburg Thalmann Financial Services (NYSE: LTS), has appointed Erinn...

Phoenix American Financial Services Partners with Virtus Real Estate Capital

Transfer agent Phoenix American Financial Services announced a new fund services contract with Virtus Real Estate Capital providing transfer agent and investor services to...

SEC Obtains Final Judgment Against Former CFO of American Realty Capital Properties

The Securities and Exchange Commission announced that the United States District Court for the Southern District of New York entered a final judgment against...

Rodin Global Property Trust Declares Increased Net Asset Value

The board of Rodin Global Property Trust Inc., a publicly registered non-traded REIT sponsored by Cantor Fitzgerald Investors, has approved an estimated net asset...

EP Wealth Advisors Acquires $240 Million RIA

EP Wealth Advisors LLC, an independent registered investment advisor and financial planning firm based in Torrance, California, has acquired Millie Capital Management LLC which...

Passco Promotes Two Senior Vice Presidents of Sales

Passco Companies LLC, a sponsor of 1031 Delaware statutory trusts and other alternative investments, has promoted Adriana Olsen and Andy Wang to senior vice...

Newbridge Securities Under Fire for ARC REIT Sales to Pennsylvania Police and Firefighters

Lawyers representing a number of retired Philadelphia police and firefighters plan to file more complaints with Financial Industry Regulatory Authority against Boca Raton-based Newbridge...

Cetera Launches New Organizational Structure and Leadership Changes

Cetera Financial Group, a network of independent broker-dealer firms, has launched a new two-channel organizational structure where its six firms will be organized under...

Mercer Acquires RIA with $364 Million in Client Assets

Mercer Advisors Inc., a national registered investment advisor firm based in Santa Barbara, has acquired Clearwater, Florida-based GFS Private Wealth, bringing its assets under...

Resource Apartment REIT III to Buy Multifamily Property Near Atlanta

Resource Apartment REIT III Inc., a publicly registered non-traded real estate investment trust, has agreed to purchase a 324-unit multifamily property in the Atlanta...
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