Manhattan Homebuyer's ‘Fear of Missing Out’ Starts to Dissipate
While Manhattan sales typically slow during the summer, market veterans believe they’re seeing more than just a normal seasonal shift.
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We Need to Talk About End-of-Life Bureaucracy
Estate settlement may takes Americans 18 months to finalize and is unnecessarily complex.
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DOJ: Former RIA Sentenced to 6 Years in $8M Scheme
The DOJ charged Martin Ruiz for stealing client funds, using the money for personal expenses and renting New York City apartments.
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DOJ: Former RIA Sentenced to Six Years in $8M Scheme
The DOJ charged Martin Ruiz for stealing client funds, using the money for personal expenses and renting New York City apartments.
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6 Meridian Invests in Next-Gen With Eight New Partners
HIghtower's Wichita, Kan.–based wealth management firm more than doubles partners with next-gen promotions, plans one-to-one mentorship program.
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6 Meridian Invests in Next-Gen with 8 New Partners
HIghtower's Wichita-based wealth management firm more than doubles partners with next-gen promotions, plans one-to-one mentorship program.
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Wealth Management Firms Are Missing the Target on Next-Wave Client Segments
Family offices tend to fare better.
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Second Citizenships and Golden Passports
Help your clients flee the country—or at least gain citizenship in another—legally, and in compliance with the IRS.
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Editor's Letter: Getting Clear
These market cycles are inevitable, and arguably good for the industry in the long run.
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Todd Rosenbluth on What's Next for ETFs
Todd Rosenbluth, head of research at VettaFi, joins Matt Ackermann, Integrated Partners, to deep dive into the world of ETFs and what's next for these investment products.
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Shannon Eusey on The Current RIA Landscape
Shannon Eusey, Beacon Pointe Advisors, explores what trends are emerging in the RIA space and what has the next generation excited about this industry.
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Paul Zettl on The Power Of Building An Inclusive Culture
Paul Zettl of Cohen and Steers discusses the importance of cultivating an inclusive working culture.
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Jamie Hopkins on The Intersection Between Estate Planning and Retirement Income Planning
Carson Group's Jamie Hopkins deep dives into how and why the intersection between estate planning and retirement income planning is crucial.
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Patrick Finn on Inflation Becoming a Four Letter Word
VanEck's Patrick Finn discusses where we stand with the current skyrocketing inflation and what this means for portfolios.
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Kristi Rodriquez on How to Create Action Around Diversity Equity and Inclusion
Kristi Rodriguez of Nationwide Retirement Institute examines the power of diversity, equity and inclusion.
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RPA EDGE: Dick Darian on RPA Growth Through M&A
Dick Darian, CEO of Wise Rhino Group, discusses M&A opportunities for retirement plan advisors.
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RPA EDGE: Craig Reid on Integrating Wealth Management and Retirement Planning
MMA's Craig J. Reid discusses the convergence of wealth management, retirement planning and workplace benefits.
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Nine Must Reads for the CRE Industry Today (June 24, 2022)
The cost of owning a house overtook the cost of renting one in the U.S. in April, reports The New York Times. Crain’s Chicago Business looks at how Sam Zell hasn’t been able to strike acquisition deals. These are among today’s must reads from around the commercial real estate industry.
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June 2022 Riskalyze Fintech Five
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
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Beyoncé Has a Warning for Wealth Management Leaders
Are your employees singing ‘You won’t break my soul’?
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