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News

The AI Future of Finance Is Now

Portrait Analytics exits stealth with $3 million in seed funding and generative AI that is emblematic of what the future holds for advisors.

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April 6, 2023
Practice management

Do Your Team a Favor, Learn to Delegate

Focus on the tasks you love while giving your staff responsibility and more autonomy.

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April 11, 2023
Practice management

Mindy Diamond on Independence: A Coach’s Advice for Advisors and Teams

Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships and ultimately build 'exit' value.

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March 30, 2023
  • News

    401(k) Real Talk Episode 55: April 12, 2023

    April 12, 2023 /

    Open, honest and candid discussions about the latest news in the RPA industry.

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    United Capital Co-Founders Launch Modern Wealth Management With PE Backing

    April 5, 2023

    RIA Roundup: EP Wealth Advisors Adds $1B Lehman & DeRafelo Financial Resources

    April 6, 2023

    Flourish Cash Announces Redtail Technology Integration

    April 4, 2023
  • Real estate

    Fed Operating Losses Seen Growing with Higher Interest Rates

    April 11, 2023 /

    The Fed said last month that it recorded a deferred asset of $16.6 billion in 2022 after ceasing remittances to the Treasury. In its audited financial statement for 2022, the US central bank said payments to Treasury totaled $76 billion before they were ended, compared with $109 billion for the year before.

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    Nine Must Reads for Real Estate Investors Today (April 7, 2023)

    April 6, 2023

    A $1.5 Trillion Wall of Debt Is Looming for US Commercial Properties

    April 10, 2023

    Infrastructure Innovations Are Spurring Global Investment

    April 7, 2023
  • Real estate

    Blackstone Raises More Than $30 Billion for Giant Real Estate Fund

    April 11, 2023 /

    The company secured $30.4 billion of total capital commitments for the fund, called Blackstone Real Estate Partners X, according to a statement Tuesday. Blackstone’s latest fund is the largest of that type, according to PitchBook data going back to 2002.

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    Nine Must Reads for Real Estate Investors Today (April 7, 2023)

    April 6, 2023

    People Working in the Office Spend 25% More Time on Career Development

    April 10, 2023

    Infrastructure Innovations Are Spurring Global Investment

    April 7, 2023
  • Real estate

    Nine Must Reads for Real Estate Investors Today (April 12, 2023)

    April 11, 2023 /

    Diversified Healthcare Trust struck a merger agreement with Office Properties Income Trust, reports McKnights Senior Living. Commercial Observer looks at the conflicting pictures of what's going on in the multifamily sector. These are among today’s must reads from around the commercial real estate industry.

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    A $1.5 Trillion Wall of Debt Is Looming for US Commercial Properties

    April 10, 2023

    Blackstone Raises More Than $30 Billion for Giant Real Estate Fund

    April 11, 2023

    Seven Must Reads for Real Estate Investors Today (April 11, 2023)

    April 10, 2023
  • Real estate

    Why Cresset Brought Real Estate Investment Under its Banner

    April 11, 2023 /

    Cresset Real Estate Partners sources private market real estate investment opportunities for high-net-worth investors and family offices. It was a separate company until a partnership was formalized in 2021.

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    . 0 Comments

    You May Also Like

    People Working in the Office Spend 25% More Time on Career Development

    April 10, 2023

    Blackstone Raises More Than $30 Billion for Giant Real Estate Fund

    April 11, 2023

    A $1.5 Trillion Wall of Debt Is Looming for US Commercial Properties

    April 10, 2023
  • News

    Why Cresset Brought Real Estate Investment Under its Banner

    April 11, 2023 /

    Cresset Real Estate Partners sources private market real estate investment opportunities for high-net-worth investors and family offices. It was a separate company until a partnership was formalized in 2021.

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    . 0 Comments

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    LPL Adds Ohio OSJ with $850M in Client Assets

    April 3, 2023

    RIA Savvy Wealth Introduces Direct Indexing Tool

    April 6, 2023

    Former Oregon Broker Sentenced to 4 Years in Prison for Tax Evasion

    April 5, 2023
  • News

    More SVB Advisors Depart After Bank’s Collapse

    April 11, 2023 /

    Exodus continues at SVB's private wealth division, with advisors most recently jumping to RIAs F.L. Putnam Investment Management, Cynosure Management and Cerity, according to SEC records.

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    RBC Snags $1B Team From Troubled First Republic Bank

    April 10, 2023

    “Cultural Cues” From Schwab’s Spring 2023 Independent Advisor Outlook Study

    April 10, 2023

    401(k) Real Talk Episode 55: April 12, 2023

    April 12, 2023
  • Practice management

    Do Your Team a Favor, Learn to Delegate

    April 11, 2023 /

    Focus on the tasks you love while giving your staff responsibility and more autonomy.

    read more
    . 0 Comments

    You May Also Like

    Getting the Highest Social Security Benefit Is More Crucial Than Ever

    April 3, 2023

    Ways to Leverage AI in Financial Services Marketing

    April 4, 2023

    Robinhood To Pay $10M Over 'Significant Operational Issues'

    April 6, 2023
  • Real estate

    Regional Bank Pullback Exposes Widest Spreads in Years on Commercial Mortgage Bonds

    April 10, 2023 /

    Risk premiums, or spreads, on the highest-rated commercial mortgage bonds averaged about 1.12 percentage point as of Thursday’s close. That’s close to the widest since the early part of the pandemic and before then, near the highest level since 2016.

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    . 0 Comments

    You May Also Like

    Fed Operating Losses Seen Growing with Higher Interest Rates

    April 11, 2023

    REIT Struggles Weigh on Real Estate ETFs

    April 10, 2023

    Nine Must Reads for Real Estate Investors Today (April 7, 2023)

    April 6, 2023
  • News

    RBC Snags $1B Team From Troubled First Republic Bank

    April 10, 2023 /

    The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.

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    Nuveen’s John Miller to Retire as Head of Firm’s Municipals Business

    April 10, 2023

    Former Oregon Broker Sentenced to 4 Years in Prison for Tax Evasion

    April 5, 2023

    Mindy Diamond on Independence: The Evolution of an Independent Practice

    April 6, 2023
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Recent Posts

  • 401(k) Real Talk Episode 55: April 12, 2023
  • Fed Operating Losses Seen Growing with Higher Interest Rates
  • Blackstone Raises More Than $30 Billion for Giant Real Estate Fund
  • Nine Must Reads for Real Estate Investors Today (April 12, 2023)
  • Why Cresset Brought Real Estate Investment Under its Banner

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  • 401(k) Real Talk Episode 55: April 12, 2023
  • Fed Operating Losses Seen Growing with Higher Interest Rates
  • Blackstone Raises More Than $30 Billion for Giant Real Estate Fund
  • Nine Must Reads for Real Estate Investors Today (April 12, 2023)
  • Why Cresset Brought Real Estate Investment Under its Banner
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