Investing
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Waldorf Capital pays $3.4M for Fall River apartments
Tag Fall River Real Estate III LLC, a division of Providence-based Waldorf Capital Management LLC, paid $3.42 million for the Clearview Apartments in Fall River, reported the Boston Business Journal. more
| 10/2/12
Mansfield Bank to hold financing seminar
There will be a free business financing seminar on Tuesday, Nov. 13, 2012, at the Holiday Inn, 31 Hampshire St. in Mansfield. Registration is at 8:30 a.m. and a light breakfast will be served. more
Capital Properties profits rise in 3Q
Capital Properties Inc. reported a 2.7 percent rise in profit to $514,000, or 7 cents per share, during the 2012 third quarter compared with earnings of $139,000, or 2 cents per share, during the same 2011 period. more
| 11/7/12
Three-deckers find footing in past
Three-deckers, New England’s signature apartment buildings, are evolving again. more

By Patrick Anderson
PBN Staff Writer | 11/12/12

Fidelity says 401(k) balances reached highest level last quarter
Fidelity Investments, the largest provider of 401(k) retirement plans, said average balances in employer-sponsored accounts reached the highest level since it began tracking values in 2000, as market gains boosted assets. more
Sutherland-Auclair lauded for wealth -management work
Ann Sutherland-Auclair of Auclair & Auclair, a wealth-management firm, was recently named a 2013 Five Star Wealth Manager by Rhode Island Monthly. Sutherland-Auclair was honored for overall client satisfaction on the magazine’s list of Five Star Wealth Managers, which takes into account client evaluations and reviews by peers, regulatory-compliance boards and a Blue Ribbon panel. She holds various insurance licenses, industry certifications and an M.A. in counseling psychology from Assumption College. more
11/26/12
Five Questions With: Kevin O’Fee
Kevin O’Fee is vice president for defined contribution product management at Fidelity Investments in Smithfield. His 30-year professional career has been in the financial services industry with a primary focus on retirement. more
National Grid to invest $40M in Clean Line Energy
National Grid will invest $40 million in Clean Line Energy Partners LLC, an emerging leader in the development of long-distance, high-voltage direct current, the companies announced Tuesday. more
| 11/27/12
Onex buys USI Insurance from Goldman fund for $2.3B
Onex Corp., Canada’s largest publicly traded buyout firm, agreed to buy USI Insurance Services LLC from a fund run by Goldman Sachs Group Inc. in a transaction valued at $2.3 billion. more
CVS announces cash tender offers on senior notes
(Updated, 4 p.m.) CVS Caremark Corp. has commenced cash tender offers for any and all 6.6 percent senior notes due 2019 as well as for 6.125 percent senior notes due 2016 and 5.75 percent senior notes due 2017. more
| 11/26/12
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