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  • Family Offices Are Increasingly Important Players In Private Markets

    Wealth Management Aug 8, 2022 | 14:58 pm

    Families play the long game. Their ability to weather major volatility without looking for exits makes them sought-after partners.

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  • Reckoning Between 401(k) Record Keepers and Advisors Will Start with Broker/Dealers

    Wealth Management Aug 8, 2022 | 13:42 pm

    The strongest providers with the best talent, distribution and technology are and will be ones that offer wealth and benefit services to participants.

    Read more...
  • Blame Election Deniers for Faltering Consumer Sentiment: Matthew A. Winkler

    Wealth Management Aug 8, 2022 | 11:33 am

    Republicans denying the 2020 election are easy prey for mischievous economic messaging. The University of Michigan’s national Consumer Sentiment Index plummeted 50% under Biden to an all-time low.

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  • 10 Must Reads for the CRE Industry Today (Aug. 8, 2022)

    Wealth Management Aug 8, 2022 | 11:33 am

    The real estate industry breathed a sigh of relief as changes to carried interest were stripped out of the Inflation Reduction Act, reports The Real Deal. The FDIC plans to increase its scrutiny of CRE loans, according to American Banker.[…]

    Read more...
  • A Look at One Student Housing Investor's Strategy Navigating the Current Market

    Wealth Management Aug 7, 2022 | 16:32 pm

    Campus Apartments sees now as a time to strike to achieve strong risk-adjusted returns in the student housing space.

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  • Former LPL Rep Accused of Racism Sues the IBD for Taking Her Clients

    Wealth Management Aug 5, 2022 | 19:49 pm

    Eileen Cure was terminated by LPL last summer after accusations of racism against Black job applicants. Now, she's suing the firm for almost $100 million, claiming it stole her clients illegally.

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  • The Mather Group Acquires 2 Firms, $136M AUM

    Wealth Management Aug 5, 2022 | 15:24 pm

    Buoyed by a private equity infusion, The Mather Group reinforced its regional footprint in D.C. and Houston this week.

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  • Estate Planning During a Bear Market

    Wealth Management Aug 5, 2022 | 14:19 pm

    If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade. 

    Read more...

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