Prudential Advisors has added financial advisors Keith Loegering and Brian Montalbano, who bring over $300 million in client assets combined. Loegering joins the Pacific Financial Group in California, and Montalbano joins the Greater Florida Financial Group, both seeking more independence and enhanced client support. This expansion strengthens Prudential Advisors' presence and ability to help more clients with personalized financial planning. The move highlights Prudential's focus on supporting advisors with flexible models and advanced technology.
Alterra IOS closed a $400 million refinancing deal led by Truist and KeyBank, using an equity pledge structure instead of traditional mortgages. The financing covers 99 industrial outdoor storage properties across 27 states, totaling 551 acres and 2....
JP Morgan has placed Prudential PLC on positive catalyst watch ahead of its first-half 2026 results, expecting reassurance on the impact of China's Decree 837 on offshore life insurance sales in Hong Kong. The broker maintained an 'overweight' rating...
