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Monthly Archives: February 2021

Cetera’s Farpointe Wealth Partners Recruits $190 Million Team

Farpointe Wealth Partners LLC, an independent financial advice firm within the Cetera network, has added Schexnayder Wealth Advisors, a $190 million asset team led...

JLL Income Property Trust Fully Subscribes Third DST Offering

JLL Income Property Trust, a daily net asset value real estate investment trust, has fully subscribed its $33 million 1031 exchange offering, JLLX Diversified...

SEC Bars Longtime Broker Sentenced to 170 Months in Prison

The Securities and Exchange Commission has barred 60-year-old former broker, Steven Pagartanis, who was sentenced to 170 months in prison last year for defrauding...

FS Credit REIT Declares Monthly NAV Per Share, Provides Portfolio Update

FS Credit Real Estate Income Trust Inc., a monthly NAV REIT sponsored by FS Investments, has declared a monthly net asset value per share...

Comrit Launches Unsolicited Tender Offer for Shares of CNL Healthcare

Comrit Investments 1 LP, a Tel Aviv-based investment fund, has launched an unsolicited tender offer to purchase up to 8.8 million shares of CNL...

Team with $350 Million in Client Assets Returns to LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that New Jersey-based Foran Financial Group has returned to the firm. The team serves approximately...

Starwood REIT Declares NAV Per Share for January 2021

Starwood Real Estate Income Trust, Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, updated its monthly net asset...

FINRA Suspends Two Former Transamerica Reps for Designating Themselves as VA Beneficiaries

The Financial Industry Regulatory Authority has fined and suspended former Transamerica registered representatives, Wenru Liang and Jenny Xinfang Feng, who were both accused of...

Urban Catalyst Launches Second Opportunity Zone Fund

Urban Catalyst, a San Jose-based opportunity zone fund sponsor, has launched its second real estate fund, Urban Catalyst Opportunity Zone Fund II LLC, which...

iCapital and CAIA Launch Alts Education Program for Financial Advisors

iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association,...