Wealth Enhancement Group acquires $2.4b hybrid RIA FinTrust Capital Advisors by Kali Persall | Oct 7, 2024 Wealth Enhancement Group, a national independent wealth management firm with more than $94.7 billion in client assets, has acquired FinTrust Capital Advisors, a hybrid RIA with more than $2.39 billion in client assets.
BMO U.S. Wealth Management adds 18 professionals in California, New York by Released | Oct 7, 2024 BMO U.S. Wealth Management has expanded its rapidly growing Law Firm Group with the addition of 18 experienced banking, investment and planning professionals based in California and New York.
MAI Capital acquires $1.2b advisory firm Halpern Financial by Released | Oct 7, 2024 MAI Capital Management, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families, has acquired Halpern Financial. Terms of the transaction were not disclosed.
Adnan Virani becomes senior vice president, capital markets and investor relations at HRI Hospitality by Kali Persall | Oct 7, 2024 Adnan Virani has joined HRI Hospitality, a fully integrated owner, operator and developer of premium-branded hotels and upscale apartments in top urban markets, as senior vice president, capital markets and investor relations.
Mixed sentiment on AI use in U.S. retail by Jennifer Molloy | Oct 7, 2024 U.S. retailers are more optimistic than consumers about the integration of artificial intelligence in retail, according to Colliers’ recent report, AI in Retail: Essential Insights for Retailers, Landlords and Consumers.
Accordant Investments hires Jeffrey Gross as executive director by Released | Oct 4, 2024 Jeffrey Gross has recently joined Accordant Investments as executive director.
Cerity Partners merges with Janiczek Wealth Management by Kali Persall | Oct 4, 2024 Cerity Partners, a U.S. independent wealth management firm, is merging with Janiczek Wealth Management, a Denver-based financial advisory firm serving high- and ultra-high-net-worth individuals and families. The combined firm will operate under the Cerity Partners name.
REITs rise nearly 3% in September by Loretta Clodfelter | Oct 4, 2024 U.S. REITs rose 2.7 percent in September, according to the FTSE Nareit Equity REITs Index, and increased 16.1 percent in the third quarter. That puts REIT performance into positive territory, year-to-date, with a return of 15.9 percent in the first nine months of the year.
Virtú Investments acquires Chicago multifamily property by Denise Moose | Oct 4, 2024 Virtú Investments announced it has acquired Marlowe, a 176-unit multifamily property in Chicago.
Thompson Thrift unveils seventh multifamily development limited partnership by Kali Persall | Oct 4, 2024 Thompson Thrift, a full-service real estate company, has launched its seventh multifamily development limited partnership, Thompson Thrift 2025 Multifamily Development.
