Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Investments (Europe) Limited Makes Two Key Board Appointments
Diane Seymour-Williams is appointed as Board Chair; David Lawton joins as Independent Non-Executive Director.
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
In this new role, Michele will be instrumental in advancing relationships with broker-dealers, RIAs, custodial platforms, and other key partners.
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
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Recent News
NAVs of Continuously Offered NTRs Drop in December
James Sprow | Blue Vault The sixteen continuously offered nontraded REIT programs suffered negative total returns almost across the board in December 2023. Only Apollo...
How many interval funds were focused primarily on equity assets as of Q3 2023?
Answer: Only eight interval funds were focused primarily on equity assets as of Q3 2023, the same number of funds with an equity focus as of Q1...
Blackstone Agrees to Buy Tricon Residential for $3.5B, Take Company Private
Taylor Williams | Rebusiness Online Affiliates of Blackstone (NYSE: BX) have entered into an agreement to acquire Tricon Residential (NYSE: TCN) for $3.5 billion in a deal...
Leitbox – ‘All-Time Highs’ – Warning
Bill Leitner | Leitbox Storage Partners The phrase ‘all-time high’ often evokes a sense of achievement and success, particularly in the realms of economics and finance....
Morningstar To Use iCapital to Help Advisors Access Alternatives
David Bodamer | Wealth Management Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and...
CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of CAIS Live, a new alts education program which...
More articles…
David Fisher: How Can I Help Protect the 1031 Exchange Tax Law?
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KBS Real Estate Investment Trust II, Inc. Sells Office Campus for $117.5 Million
KBS Real Estate Investment Trust II, Inc. (the “Company”) has sold Fountainhead Plaza, a campus of two office buildings located on just over 11 acres in Tempe, Arizona…
The Great Office Refusal
The pandemic has cut a swath through our sense of normalcy, but as has been the case throughout history, a disastrous plague also brings opportunities to reshape…
CAIS Expands Independent Broker Dealer Relationships with Alts Education
CAIS Expands Independent Broker Dealer Relationships with Alts Education September 28, 2021 | Business Wire CAIS Expands Independent Broker Dealer Relationships with Alts Education CAIS IQ empowers financial advisors and home offices with personalized alternative...
InvenTrust Properties to Trade on NYSE on October 12
InvenTrust Properties Corp. (“the Company”) on October 6 announced that it has received authorization to list its common stock on the New York Stock Exchange (“NYSE”)…
Hotels Lean on Leisure, Pray for Business Travel
U.S. hotel owners are bracing for another quarter of sluggish business travel, hoping that this year’s surge in leisure travel can carry over into the fall and holiday season…
Blackstone Places Winning Bet on The Cosmopolitan of Las Vegas
Blackstone’s $5.65 billion sale of The Cosmopolitan of Las Vegas late last month signals that casino properties can produce a winning formula with the right pieces in place…
InvenTrust Properties Corp. Receives Authorization to List on NYSE
InvenTrust Properties Corp. (“InvenTrust,” “IVT” or the “Company”) today announced that it has received authorization to list its common stock on the New York Stock Exchange (“NYSE”)…
Which state has the largest footprint of hotels owned by Legendary Acquisitions?
Which state has the largest footprint of hotels owned by Legendary Acquisitions?
Priority Income Fund Generated a 19.8% Total Return to Investors in R Shares Based on the R Shares Offering Price During the 12 Months ended June 30, 2021, Exceeding Key Loan Index Benchmark by over 800 Basis Points
Priority Income Fund, Inc. (“Priority” or “Fund” or “PRIS”) is a Closed-End Fund (“CEF”) that produces recurring distribution yields from investing…
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