SEC Charges Former Broker with Defrauding Retail Investors
The Securities and Exchange Commission has charged Edward Matthes, a former Wisconsin-based registered representative and investment adviser, with defrauding 26 of his mostly elderly...
Video: Fintech and Electronic Processing
At the most recent ADISA annual conference, The DI Wire sat down with Bill Robbins, chief executive officer of WealthForge, a financial technology firm...
Capital Square Appoints Vice President of Transactions and Senior Paralegal
Capital Square, an investment sponsor specializing in tax-advantaged real estate offerings, has promoted Melodie Bobko to vice president of transactions and senior paralegal.
“Melodie is...
TP Flexible Income Fund Increases Distribution Rate
TP Flexible Income Fund Inc, a non-traded traded business development company created by the merger between Pathway Capital Opportunity Fund and Triton Pacific Investment...
Hines Global Income Trust Buys Multifamily Property Near Washington DC for $117 Million
Hines Global Income Trust, Inc., a publicly registered non-traded non-traded real estate investment trust, has purchased the Emerson, a newly constructed 355‐unit Class A...
Perigon Wealth Management and RLP Wealth Advisors Merge to Create $1.8 Billion RIA
Perigon Wealth Management, a registered investment advisory firm headquartered in San Francisco, has merged with RLP Wealth Advisors, a registered investment advisory firm with...
Pacific Oak Expands Executive Team with Latest Hires
Pacific Oak Capital Advisors LLC, a sponsor of commercial real estate-focused alternative investments programs, has expanded its executive management team to include Brian Ragsdale,...
SharesPost Hires New Sales and Distribution Team from CR Capital Distributors
SharesPost, a platform for secondary transactions and digital securities, has hired a new in-house sales and distribution team to expand access to its investment...
Nelson Partners Buys Student Housing Asset for Nearly $200 Million
Nelson Partners, a real estate investment firm that sponsors Delaware statutory trust and tenant-in-common 1031 exchange offerings, has purchased Sol y Luna, a 14-story,...
KBS Growth & Income REIT Sells California Office Building to Private Investor
KBS Growth & Income REIT Inc., a publicly registered non-traded REIT, has sold Von Karman Tech Center, a 101,200-square-foot multi-tenant office building located in...
