MAI Capital Management Acquires Winfield Associates
MAI Capital Management absorbs a Cleveland team with $368 million in AUM.
Read MoreMAI Capital Management absorbs a Cleveland team with $368 million in AUM.
Read MoreThe wealth unit plans to double client assets under management for private market investments and expand programs that focus on sustainability and the next generation set to inherit wealth.
Read MoreThe wealth unit plans to double client assets under management for private market investments and expand programs that focus on sustainability and the next generation set to inherit wealth.
Read MoreIt doesn’t mean going all in or out but rather tweaking allocations in response to telltale signals.
Read MoreAlaris Acquisitions CEO Allen Darby discusses the current state of M&A activity and valuations and offers perspectives on how the remainder of 2022 will take shape.
Read MoreThe president and CEO of Dynasty Financial Partners discusses the history and ecosystem of the independent financial advisor movement.
Read MoreWorkers are still not returning in large enough numbers to office buildings in major U.S. cities. The Real Deal looks at which elections will be significant for real estate pros. These are among today’s must reads from around the commercial real estate industry.
Read MoreIf you’re not talking with your clients about socially responsible investing, they’re going to find someone who will.
Read MoreOver the next three years, Nashville is expecting an influx of five-star hotel brands that include 1Hotel, Edition, Conrad, and Ritz-Carlton, plus a full renovation of the city’s grand dame, The Hermitage.
Read MoreThe price for the portfolio, with seven properties and 4,500 beds, is $725 million. Harrison Street is the buyer.
Read MoreThe purchase of 401kPlans.com is the next step in Envestnet’s plan to build out a retirement exchange.
Read MoreHybrid wealth management firms combine to form $350 million AUM RIA serving North Texas and Oklahoma markets.
Read MoreWith bonds slumping, a record amount of money is pouring into exchange-trade funds focused on big dividend payouts.
Read MoreA market that has gone through several major downdrafts in its short life may be facing its biggest test yet.
Read MoreWith industry fundamentals continuing to strengthen following a steep dip during the pandemic, some hotel investors are back in building mode.
Read MoreWise Rhino Partner Peter Campagna discusses the future of RPA M&A transactions.
Read MoreT. Rowe Price's Michael McKenna reveals some of the results of their recent survey or 32 DC advisor and consultant teams.
Read MoreVoya Financial's Lori Commerford discusses how RPA aggregators can improve their client communication strategy.
Read MorePressures in the single-family home sales are leading to bidding wars in the rental market, reports The Wall Street Journal. Fortune analyzes how investors buying homes has helped drive up housing prices. These are among today’s must reads from around the commercial real estate industry.
Read MoreWhile Manhattan sales typically slow during the summer, market veterans believe they’re seeing more than just a normal seasonal shift.
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