The Need for Legislative Clarity In the last 100 years, 1031 exchanges are responsible for creating a ton of revenue, jobs, investments, and economic benefit to the nation. During his campaign, Biden stated he “wanted to completely end the 1031…
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Phoenix American Financial Services Announces New Client Partnership with LaSalle Investment Management
Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform,…
What Is A Transfer Agent? Phoenix Financial Services
In its most limited sense, a transfer agent is an agnostic third-party entity required to process a transfer of a company’s securities from one investor to another. Some companies are required to use a transfer agent due to the nature of their…
Expertise As A Service Provider And Technology Company – Phoenix American
In the early 1980s, Phoenix American Financial Services was established to leverage the back-office administrative capabilities of Phoenix Leasing as a full-service administrator for fellow sponsors in the alternative investment industry. STAR-XMS, an advanced proprietary shareholder recordkeeping and transfer agent system that maximizes back-office…
Phoenix American Financial Services Announces the Hiring of Tony Olivo as VP of Sales
Phoenix American Financial Services Inc. (Phoenix) announced today that the company has hired Tony Olivo as Vice President of Sales. Mr. Olivo will be responsible for implementing the company’s sales strategy, developing and maintaining an expanded client base for the fund…
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