S&P 500 Sinks Into Bear Market Amid Brutal Equities Selloff
The drop is part of a seven-week slide in the broad measure that qualifies as the longest since the dot-com bubble was bursting in 2001.
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Seven Tips to Help Financial Advisor Firms Protect their Customer Lists
Taking steps to establish that customer relationships are a trade secret may be the best way to protect these valuable assets.
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SEC Fines Wells Fargo Advisors $7M For Anti-Money Laundering Lapses
SEC Enforcement Division Director Gurbir S. Grewal said the enforcement action indicated that 'AML obligations are sacrosanct' for registrants.
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Art Is an Investment to Appreciate
Even if an artwork doesn’t increase in value, it provides its owner intangible benefits that equities do not.
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Goldman Sachs’ Eugene DeRango Joins Axos Advisor Services
With years of experience serving smaller RIAs, Eugene DeRango will lead sales and client acquisition efforts at Axos Advisor Services.
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WealthStack Roundup: Black Diamond, Hightower, iCapital, Smart Kx
Black Diamond hits a milestone, Hightower partners with TIFIN's Clout, iCapital receives patents and Smart Kx gets funding.
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Concurrent Recruits Nine New Advisors, Almost $1B in AUM in Q1
Concurrent Advisors appears on track to exceed rapid 2021 growth.
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Nine Must Reads for the CRE Industry Today (May 20, 2022)
The pandemic era migration from gateway cities to smaller metros has driven inflation in those markets, reports CNBC. Biden tries to crack down on private equity deals in the nursing home sector after those types of deals hit a new high, according to Morning Consult. These are among today’s must reads from around the commercial real estate industry.
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SEC Orders First Republic to Pay $1.8M Over Revenue-Sharing Conflicts
The SEC claims the RIA violated its fiduciary duty when it did not inform clients about the conflicts related to revenue-sharing agreements and must return funds to affected investors.
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Dondero’s NexPoint Targets More Than $1 Billion for New Wager on Single-Family Rentals
Dallas-based NexPoint is seeding a newly formed vehicle with $250 million in equity and debt to buy single-family rentals
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The Tricky Politics of Anti-ESG Investing
A new asset-management company backed by Peter Thiel claims to be pushing back against an “ideological cartel.” That’s a leap.
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Julius Baer Braves ‘Bubble-Burst’ Moment in Crypto Wealth Push
Julius Baer’s shift toward offering crypto services is in stark contrast to Zurich rival UBS, which so far has said it’s not interested in advising clients on “speculative” assets.
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SEC Judges’ Constitutional Cloud Darkens After Appeal Ruling
The Fifth Circuit Court of Appeals agreed that Congress unconstitutionally delegated its power when it allowed the SEC to pick whether to pursue enforcement cases in federal courts or internally.
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Rental Listings with Energy Scores Prompt Greener Choices
Research showed when energy labels were present, people selected the most efficient listings 21 percent more often.
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Why Great Advisors Are Often Discerning Shoppers
Performance dispersion is real, and it’s not limited to just asset managers.
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How to Become a Better Leader in Today’s World
There’s a difference between good and great.
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How Gen X, Y and Z Are Disrupting Wealth Management – and How to Engage Them
Thursday, June 16, 2022 | 2:00 PM ET
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Mindy Diamond on Independence: A Former FiNet Advisor’s Journey to Building a $1.7B Fully Independent Firm
The call for greater independence became the motivation for Steve Dimitriou to leave FiNet in 2020 and launch his own RIA firm, Mayflower Advisors, which today manages over $1.7B.
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What’s Behind Prologis’ Very Public Attempt at a Duke Realty Takeover?
Duke is a highly attractive takeover target, with assets in markets that Prologis covets. But REIT analysts say Duke needs greater incentives to sell.
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Responsibilities of an Executor Explained
A brief overview of the duties and responsibilities of executors.
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