Tag: financial services
CrowdStreet Opportunity Zone Project Raises $25 Million In Three Hours
CrowdStreet Inc., which operates an online marketplace for direct equity investment in commercial real estate, has raised $25 million in three hours on its...
Artivest Hires Alternatives Industry Veteran as Head of Product and Distribution...
Artivest, an independent digital platform for alternative funds, has hired Sheldon Chang as head of product and distribution strategy.
Chang has more than 30 years...
Atria’s Sorrento Pacific Adds $1 Billion Team
Sorrento Pacific Financial LLC, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has added Pennsylvania-based Schorn Wealth Management, a team of...
Blucora To Rebrand Wealth Management Division
Blucora, Inc. (NASDAQ: BCOR), a firm focused on wealth management and tax preparation, will rebrand its wealth management business to Avantax Wealth Management.
With the...
CrowdStreet Launches Opportunity Zone Fund
CrowdStreet Inc., which operates an online marketplace for direct equity investment in commercial real estate, has launched an opportunity zone fund through subsidiary CrowdStreet...
LPL Adds Former Ameriprise Team with $150 Million in Client Assets
LPL Financial LLC, the nation’s largest independent broker-dealer, has added three former Ameriprise financial advisors to its broker-dealer and corporate registered investment advisor platforms.
Carter...
KKR Joins Artivest’s Alternative Investment Platform
KKR, a global investment firm, has joined the Artivest Open Network, a digital platform that provides financial advisors and qualified investors access to a...
IPA/Chalice Financial Partnership Offers Discounted Services to Members
The Institute for Portfolio Alternatives (IPA), an advocacy and education group for non-traded alternative investment products, has partnered with Chalice Financial Network to provide...
LPL Recruits Former Wells Fargo Financial Advisor with $125 Million AUM
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Brian Gernant of Gernant Asset Management to its broker-dealer and corporate registered...
LPL Financial Recruits $700 Million Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Brian Kasteler, Joseph Taylor, Nathan Woodward, Jorge Becerra, Michael Donaldson and Patrick...
