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News |Company |Affiliates | Feb 12 2015

Alternative Investment Custodian Continues to Grow - Promotes Two

Millennium Trust Company announced today two promotions within its Alternative Solutions Group…

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Blue Vault to Host Broker-Dealer Educational Summit

Topics covered include due diligence, education, regulatory matters, and performance as they relate to non-traded REITs and BDCs…

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Direct Investment Industry Trade Group Names 2015 President Elect

Just months after winning ADISA’s ACE award, Mike Bendix is named its 2015 President-elect…

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Mick & Associates to host Energy Symposium in mid-February

One-of-a-Kind Energy Symposium Hosted by Third Party Due Diligence Firm

Learn from energy sponsor CEOs, geologists, attorneys, and petroleum engineers at this event…

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Securities America Employee Appointed to FSI’s Compliance Council

FSI’s new compliance council is Kevin Miller, Securities America’s senior vice president, general counsel…

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APB exits the secondary market business, sells assets to CTT
News |Company |Affiliates | Dec 18 2014

Central Trade & Transfer Acquires Assets of a Competitor

CTT Auctions, a secondary market provider, recently acquired the assets of American Partnership Board, a former competitor…

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Millennium increased assets under custody by $3 billion
News |Company |Affiliates | Dec 18 2014

IRA Alternatives Custodian Grew Assets by $3 Billion in 2014

Millennium Trust Company recently announced that assets under custody grew for the seventh year in a row…

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BlueVault provides advisors and broker-dealers with additional due diligence tools for evaluating non-traded REITs

BlueVault’s Non-Traded REIT Reports Ready for Review

The review is available for download and can be accessed by subscribers by logging into their accounts and navigating to…

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Celebrate The DI Wire's one year anniversary of its launch
News |Company |Affiliates | Dec 11 2014

The DI Wire Officially Launched One Year Ago Today

Our first year has been exciting, rewarding, and motivating to continue to grow and improve our service to you, our readers.

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CEO of Griffin Capital to be the IPA's Chairman of the Board
News |Company |Affiliates | Dec 02 2014

Kevin Shields Appointed as IPA’s Chairman of the Board

“The IPA’s robust advocacy and education initiatives continue to propel the direct investments industry forward…”

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News |Company |Affiliates | Nov 24 2014

RCAP’s SK Research Acquires Employees of MTS Research Advisors

“The employees of MTS Research recently became associated with SK Research LLC…”

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ADISA prepares for 2015 conferences

ADISA Announces Dates for 2015 Conferences

“We are proud to host the nation’s largest and best events in the non-traded alternative investment space…”

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ADISA joins coalition in support of finding relief from the Foreign Investment in Real Property Tax Act

ADISA Supports Relief from Foreign Investment in Real Property Tax Act

Relief from the act is expected to create jobs and stimulate investment in U.S. commercial real estate…

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PENSCO aims to provide more alternatives for IRA investors including crowdfunding
News |Company |Affiliates | Nov 20 2014

Self Directed IRA Custodian Adds Four Crowdfunding Platforms

PENSCO Marketplace, a resource that furnishes a network of providers, products, and services for alternative investments…

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Blue Vault video explains secondary market liquidity options

Blue Vault Explains Liquidity Options for Non-Traded REIT Holders

“Special circumstances may arise for a shareholder such as death, disability or financial hardships…”

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Grab your tablets and be sure to watch PENSCO's Tax Strategies for Investing in Alts

Tax Strategies for Investing in Alternatives - PENSCO Hosts Webinar

Self-Directed IRA custodian, PENSCO, will host a webinar tomorrow afternoon titled Tax Strategies for Investing in Alternatives…

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Transformation, the pertinent theme to the IPA's Annual Conference
News |Company |Affiliates | Nov 07 2014

IPA 2014 Annual Conference Was a Hit

“This year’s IPA Annual Conference came at an important crossroads for Direct Investments…”

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Mick & Associates hosted an educational-centric due diligence event
News |Company |Affiliates | Nov 07 2014

Due Diligence Symposium Done Right

Mick’s symposium is designed with independent broker-dealer senior executives and due diligence officers in mind…

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ADISA Announces New Board Members for 2015

Alternative and Direct Investment Securities Association has announced the new directors elected to its board for 2015…

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News |Company |Affiliates | Sep 15 2014

Evolution Continues For Industry Trade Group

REISA’s Board of Directors unanimously voted to change the organization’s name to better reflect its mission and service to…

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