Home Tags Financial services

Tag: financial services

Securities America Recruits $150 Million Team

Securities America, a wealth management firm within Advisor Group’s network, has recruited Heritage Harbor Financial Associates, an independent financial advisory business headquartered in Port...

Shopoff Sells 320 Acres Near Chino Hills State Park for Permanent...

Shopoff Realty Investments, a private placement sponsor and manager of opportunistic and value-add real estate investments, has sold 320 acres of land in Chino...

GWG Expands Sales Team with Two New Hires

GWG Holdings Inc. (Nasdaq: GWGH), a financial services firm and sponsor of non-traded direct investment offerings, has hired Michele Drummond as vice president of...

LPL Nabs M&T Bank’s $20 Billion Retail Brokerage and Advisory Business

M&T Bank Corporation (NYSE: MTB) has chosen LPL Financial, the nation’s largest independent broker-dealer, to support its retail brokerage and advisory business. M&T, which...

CIM Income NAV Limits Share Redemptions

CIM Income NAV Inc., a publicly registered non-traded real estate investment trust formerly known as Cole Real Estate Income Strategy Inc., has limited the...

SFA Partners Adds Four Wealth Management Firms to Platform

SFA Partners, a group of independent advisor-focused entities, has recruited four wealth management firms: Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment...

Shopoff Receives Planning Commission Approval for Chula Vista Residential Project

Shopoff Realty Investments, a private placement sponsor and manager of opportunistic and value-add real estate investments, announced that its 141-unit Moss Street Townhomes project...

LPL Financial Adds $180 Million Financial Advisor

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Keith Boyd to its broker-dealer and hybrid registered investment advisor platforms, leveraging...

Guest Contributor: Brace Yourself for a Slow Economic Recovery—What RIAs Need...

By: Chris Barnes, chief product officer and managing director of Escalent's Financial Services Research division As the engine of economic growth, American consumers are responsible...

UDF IV Responds to NexPoint, Expresses “Serious Concerns” with Connection to...

United Development Funding IV (OTC PINK: UDFI) has responded to the recent letter from NexPoint Advisors L.P. expressing interest in managing the company. In...