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Phillips Edison Grocery Center REIT III Buys Virginia Shopping Center

Phillips Edison Grocery Center REIT III Inc., a publicly registered non-traded real estate investment trust co-sponsored by Phillips Edison & Company and Griffin Capital...

LPL Financial Recruits Wisconsin Bank Program from Raymond James

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Third Oak Investment Services, the investment program offered at Baraboo State Bank, to its...

Commonwealth Adds Former Cadaret Grant Team to Platform

Commonwealth Financial Network, the nation’s largest private registered investment adviser and independent broker-dealer, has added Michael Roberts Associates Inc. to its network of independent...

Capital Square 1031 Buys Multifamily Property in Virginia Beach

Capital Square 1031, a leading real estate investment and management firm specializing in tax-advantaged Delaware statutory trust offerings, has purchased Woodshire Apartments, a 288-unit...

GPB Capital Hires Former SEC Examiner as Managing Director and Chief...

GPB Capital Holdings LLC, a New York-based alternative asset management firm, has hired Michael Cohn as managing director and chief compliance officer. Cohn was...

Capital Square 1031 Buys CompuCom Corporate Headquarters Near Charlotte

Capital Square 1031, a real estate investment and management firm specializing in Delaware statutory trust offerings, has purchase an approximately 150,000-square-foot Class A corporate...

Baird and Hilliard Lyons to Merge

Wealth management giant Baird has agreed to acquire rival brokerage firm Hilliard Lyons and its affiliate Hilliard Lyons Trust Company, both based in Louisville,...

Capital Square 1031 DST Offering Goes Full-Cycle, Nets Triple Digit Return...

Capital Square 1031, a real estate investment and management firm specializing in Delaware statutory trust offerings, has sold a portfolio of three manufactured housing...

GPB Capital Acquires Surge Resources, Extends PEO Footprint into New England

GPB Capital Holdings LLC, a New York-based alternative asset management firm, has purchased a majority ownership stake in Surge Resources, a provider of professional...

DWS and Skyline AI Team Up to Bring Artificial Intelligence to...

DWS Group, the asset management arm of Deutsche Bank, has entered into a strategic partnership with and has become a minority shareholder in Skyline...