The WealthStack Podcast: The Future of Investing with John O’Connell of The Oasis Group
The Oasis Group founder and CEO details how the metaverse is changing the investment landscape and why advisors need to stay on top of AI trends.
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13 Must Reads for Real Estate Investors for the Weekend (May 26, 2023)
Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6 billion joint venture focused on retail assets. These are some must reads from around the real estate investment world heading into the weekend.
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Honeytree Founder Argues Anti-ESG Sentiment Will Boost Investor Interest
Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a “hot mess” but she would still encourage clients to dig deeper into the strategy.
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RIA Edge: Shirl Penney Predicts the Future
Client-driven independence, surprising partnerships and evolving tech will define the 'greatest time to be a financial advisor,' according to the founder of Dynasty Financial Partners.
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AI Intrigues ETF Managers as Both Investment and Tool
AI replaced cryptocurrencies as the topic of the moment for the thousands of issuers, index providers and advisers who attended the Inside ETFs conference.
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Ex-Morgan Stanley Advisor Gets Seven Years for Fleecing Clients in Ponzi Scheme
Shawn Edward Good took in $7.2 million from at least 13 victims, according to federal prosecutors.
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The Top 15 Cities With the Most Billionaires
Where do the richest of the rich choose to reside?
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How Data Analytics Can Improve the Financial Performance of Seniors Housing Portfolios
While technology solutions are aplenty, driving actionable insights from data is still lacking in the industry.
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Advisor Innovations Podcast: Tim Maurer on Why Personal Finance is More Personal Than Finance
Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.
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Street Retail Assets Survive the Pandemic Still Highly Prized by Investors
Investment sales in the sector have been impacted by the same volatile forces as other commercial real estate assets, but potential long-term returns remain attractive.
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Mindy Diamond on Independence: Considering a Move? Here’s What You Need to Know
In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes.
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Michigan-Based Firms Join Integrated Partners to Enhance UHNW Services
Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.
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Focused on the Future Podcast: Hannah Moore on Embracing Your 'Why'
Guiding Wealth and Amplified Planning's Hannah Moore discusses reimagining client offerings, internships and developing talent on the first-ever episode of the Focused on the Future podcast.
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Bringing Greater Financial Equity to the Workplace
Watch as Fred Barstein and Voya Financial's Lori Commerford discuss auto-enrollment, short-term needs like emergency savings and student debt, and savings habits.
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How to Win in the High-Net-Worth Marketplace
Solve high-net-worth challenges with a single solution.
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Former NBA Star Jamal Mashburn: My Advisor Listened to Me
From a young age, Jamal Mashburn dreamt of carrying a briefcase; along the way, people laughed in his face. His advisor, who’s been with him since he was 19, wasn’t one of them.
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Q&A: Mike Durbin, CEO of Cetera Holdings
Former Fidelity executive talks about his previous roles, newly created position at Cetera and vision for the future.
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Q&A: Mike Durbin, CEO of Cetera Holdings
Former Fidelity executive talks about his previous roles, newly created position at Cetera and vision for the future.
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ETFs With the Greatest Outflows in the Past Month
These funds lost the most money over the last 30 days.
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