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Delphi Private Advisors Offers New California Municipal Fund to Market - PR Newswire (press release)
SAN DIEGO , Nov. 15, 2017 /PRNewswire/ -- Delphi Private Advisors announced today that it added Dimensional Fund Advisors LP's (Dimensional) new DFA California Municipal Real Return Portfolio to its investment options available for California-based.

Ivory Investment Management LP Cut T Mobile Us (TMUS) Stake; 6 Analysts Covering Kilroy Realty (KRC) - San Times
Schwab Charles Investment Management Inc. Has $65.35 Million Stake in Kilroy Realty Corp (NYSE:KRC) Week Herald.

Two Successful LPL Advisors Merge Bay Area Practices
We also operate similar business models and align on our core investment ... firm is based in San Jose. For more information, please visit About CalBay Investments Inc. CalBay Investments Inc. is an independent, wealth management.

Another UBS Team Fled in Advance of Protocol, Merrill Vet Goes Independent - AdvisorHub
A former UBS Wealth Management team in Florida with $3.2 million in production left the firm a day before it exited the Protocol for Broker Recruiting to join the employee branch system of Raymond James Financial, RayJay said on Thursday. The move of.

Boothbay Fund Management LLC Lowers Stake in Kilroy Realty Corp (KRC) - The Ledger Gazette
Kilroy Realty logo Boothbay Fund Management LLC lessened its holdings in shares of Kilroy Realty Corp (NYSE:KRC) by 24.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC.

Jecure Therapeutics Strengthens Management Team - Business Wire (press release)
Versant Ventures is a leading global healthcare investment firm committed to helping exceptional entrepreneurs build the next generation of great healthcare companies. The firm invests across the healthcare sector and at all stages of company.

LPL Financial Welcomes Zuk Financial GroupOSJ Reported It Served Over $1.6B in Assets*, Was Among NPC's Largest - Markets Insider
Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,500 employees.

Axios Pro Rata - Axios
LeapFrog Investments led, and was joined by return backers Accel and TCV. • Fetch Robotics, a San Jose, Calif.-based platform for collaborative robotic solutions, has raised $25 million in Series B funding. Sway Ventures led.

Why Rental Investment Markets Spring Forward in Winter
Winter might be the ideal time to buy for rental investors looking at sweet deals, according to a report released Thursday by real estate data analytics firm HouseCanary ... They include San Jose, San Diego, and Los Angeles — which were the three.

EJF Capital LLC Buys 200000 Shares of Banc of California, Inc. (BANC) - Dispatch Tribunal
Analysts Set Banc of California, Inc. (BANC) PT at $22.00 The Ledger Gazette.

Equity Residential (NYSE:EQR) Shares Bought by Achmea Investment Management BV - The Ledger Gazette
Schwab Charles Investment Management Inc. Purchases 205803 Shares of Equity Residential (NYSE:EQR) Week Herald.

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Yuva Wealth Planning Joins tru Independence Platform - PR Newswire (press release)
PORTLAND, Ore., Dec. 11, 2017 /PRNewswire/ -- tru Independence announces today that Yuva Wealth Planning is the newest advisory firm to join their platform. The financial advisory practice will be led by Ahmet Sumer, most recently a Vice President and.

Reliant Funding Founder and CEO Adam Stettner accepted into Forbes Finance Council - Markets Insider
SAN DIEGO and NEW YORK, Dec. 14, 2017 /PRNewswire/ -- Reliant Funding, a leading small business finance company, announced its Founder and CEO, Adam Stettner, has been accepted into the Forbes Finance Council, an invitation-only community for.