Tag: Bank of America
iCapital Completes Acquisition of SIMON Markets
iCapital, a global fintech platform focused on alternative investments, has completed the acquisition of SIMON Markets. Financial terms were not disclosed.
iCapital said that, through...
iCapital Secures Strategic Investment from Bank of America
iCapital, a global fintech platform focused on alternative investments, reported that Bank of America has made a strategic investment in the company. Financial terms...
FINRA Charges Former BofA Analyst with Spending $21,000 on Corporate Card...
The Financial Industry Regulatory Authority has charged Paramveer Singh, a former Bank of America Securities registered representative and research analyst, with charging nearly $21,000...
iCapital Network Appoints Four Senior Executives
iCapital Network, an online platform that provides access to alternative investments, has added four senior executives including Michael Kushner as chief financial officer, Jennifer...
Former Steadfast Execs Launch 3G Capital Advisors
Christopher Hilbert and R. Kyle Winning, two commercial real estate investment and financial services industry veterans, have launched boutique advisory firm, 3G Capital Advisors...
Black Creek Diversified Property Fund Secures $775 Million Credit Facility
The operating partnership subsidiary of Black Creek Diversified Property Fund Inc., a publicly registered NAV REIT formerly known as Dividend Capital Diversified Property Fund,...
JLL Income Property Trust Expands and Extends Credit Facility
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), has closed on the expansion and extension of a...
Two Griffin Non-Traded REITs to Merge
Griffin Capital Essential Asset REIT Inc. and Griffin Capital Essential Asset REIT II Inc., two non-traded real estate investment trusts, have entered into a...
iCapital Network to Buy Alternative Investment Feeder Fund Operations from Bank...
iCapital Network, an online platform that provides access to alternative investments, has agreed to purchase Bank of America's alternative investment feeder fund operations businesses...
Merrill Lynch Reverses Ban on Commission-Based Retirement Accounts
Merrill Lynch, the wealth management arm of Bank of America, is reversing its ban on commission-based products in customer retirement accounts following the death...
Griffin-American Healthcare REIT IV Buys Colorado Medical Office Building
Griffin-American Healthcare REIT IV Inc., a publicly registered non-traded real estate investment trust co-sponsored by American Healthcare Investors and Griffin Capital Company, has purchased...
LPL Financial Nabs Mike Duffy and Happiness Wealth Management
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Mike Duffy and Happiness Wealth Management have joined its broker-dealer and hybrid registered investment...
Merrill Lynch Reconsiders Commission Ban in Wake of Fiduciary Rule Demise
With the demise of the Department of Labor's fiduciary rule, wirehouse Merrill Lynch may reconsider its 2017 policy of banning commissions in retirement accounts,...
Griffin Essential Asset REIT II Reports Higher Revenue, Lower FFO in...
Griffin Capital Essential Asset REIT II Inc., a publicly registered non-traded real estate investment trust, reported its operating results for the first quarter of...
Griffin-American Healthcare REIT IV Buys Medical Office Building Near Phoenix
Griffin-American Healthcare REIT IV Inc., a publicly registered non-traded real estate investment trust, has purchased Surprise Medical Office Building located in the Phoenix suburb...
Griffin-American Healthcare REIT IV Buys Medical Office Building Near Madison, Wisconsin
Griffin-American Healthcare REIT IV Inc., a publicly registered non-traded real estate investment trust, has purchased Sauk Prairie Medical Office Building, a Class A, on-campus...
KBS REIT II Closes $500 Million Financing Agreement
KBS Real Estate Investment Trust II, a publicly registered non-traded real estate investment trust, closed a loan facility for up to $500 million.
The two-year...
Merrill Lynch to Allow Client-to-Advisor Text Messaging
Merrill Lynch Wealth Management will soon allow its nearly 15,000 financial advisors to text with clients. The firm has partnered with CellTrust to manage,...
