Rafael Novales

Articles

Congressional Leaders Urge DOL to Halt Work on New Fiduciary Rule

September 1, 2023

In a letter to Acting Labor Secretary Julie Su, senior lawmakers on the Senate Health, Education, Labor and Pensions (HELP)...

Former Cetera Advisors with $280 Million in Assets Joins LPL Financial

September 1, 2023

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Legacy Wealth Advisors Inc., has joined LPL Financial’s broker-dealer, registered...

InPoint Reports Slightly Higher Net Asset Value for July

September 1, 2023

InPoint Commercial Real Estate Income Inc., a commercial mortgage non-traded real estate investment trust, declared its monthly net asset value...

Griffin Capital Hires External Wholesaler for Southeastern Territory

August 31, 2023

Griffin Capital Company LLC, a private real estate investment manager and sponsor of opportunity zone funds, hired Ian McElreath to...

LODAS Markets Adds First Private Limited Partnerships to Marketplace

August 31, 2023

LODAS Markets, an operator of a web-based marketplace for the secondary trading of illiquid real estate and alternative investments formerly...

Former UnionBanc Advisor with $385 Million in Assets Joins LPL Financial

August 31, 2023

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Matthew Holbrook has joined LPL’s employee advisor channel,...

Montego Minerals Fully Subscribes $15.7 Million Oil & Gas Fund

August 31, 2023

Montego Minerals, an investor in oil and gas royalties and mineral rights, announced the close of its seventeenth portfolio, Permian...

Guest Contributor: The Fund Audit Off-Season: Fall planning Meeting Checklist

August 31, 2023

You’ve just received the auditor’s opinion page for your financial statements. Your financials are finally complete and distributed to investors....

KVCF Law Firm Absorbed by Williams Mullen

August 30, 2023

KVCF PLC (previously known as Kaplan Voekler Cunningham & Frank), one of the more prominent legal firms in the alternative...

CMG Partners Offer $8.50 Per Share of American Healthcare REIT Stock

August 30, 2023

The board of American Healthcare REIT Inc., a non-traded real estate investment trust focused on healthcare real estate assets, sent...

DST Farmland Launches Washington DST Offering

August 30, 2023

DST Farmland, a Delaware statutory trust sponsor focused on investment in U.S. farmland, has formally launched Central Washington Farms DST...

Crescent Grove Advisors Establishes New Alternative Investment Firm

August 30, 2023

A new alternative investment firm, Barrett Upton Capital Partners LLC, has been established to “provide high-net-worth and institutional investors with...

Ultimus Fund Solutions Appoints SVP of Business Development

August 30, 2023

Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor services, announced that Steve Scaringe was appointed as...