A Life Insurance Agent’s To-Do List for 2023
Tactical adjustments for a better year and then some.
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Eight Perspectives on Current CRE Investment Trends
WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.
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Eight Perspectives on Current Real Estate Investment Trends
WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes.
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Lessons from Michael Jordan’s $10M Make-A-Wish Donation
Tax benefits are typically secondary factors with large gifts.
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401(k) Real Talk Episode 49: March 1, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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BlackRock Sells FutureAdvisor's Direct-to-Consumer Business to Ritholtz
New York-based Ritholtz Wealth Management will take over the direct-to-consumer robo business from FutureAdvisor.
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Target Needs to Make You Want to Spend Again
Target stores were designed to encourage impulse buying so that a one-item trip multiplies into a shopping spree.
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Six Reasons 2023 Is the Year of the 1031 Exchange
Many long-term owners are starting to recognize their upside in the near future is gone, yet their management headaches and expenses remain.
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Biden Nominates Julie Su as Labor Secretary, Replacing Walsh
Su, 54, led California’s labor department before joining the Biden administration as deputy labor secretary.
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Advisor Charged With Murder in Colombia Faces Fallout
Financial advisor John Poulos was fired from Vanguard and stripped of his CFP designation after being arrested for a homicide near Bogota, Colombia. He was caught in Panama on his way to Turkey, according to reports.
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BlackRock Says Bond Yields Offer Chance to ‘Fix’ the 40 in 60/40
Stephen Laipply, the US head of fixed-income ETFs at BlackRock, explains why ETFs focused on safe and simple Treasuries have attracted funds this year after the bond market's worst year on record in 2022.
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ESG Investing: Don’t Forget Factor Exposures
Any benefit from incorporating ESG credentials into a portfolio is already captured by other well-defined equity factors.
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Orion Launches Compliance Tool With Share Class Monitoring
The newly released tool seeks to automate multiple compliance processes, including share class monitoring.
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10 Must Reads for CRE Investors Today (Feb. 28, 2023)
Real estate borrowers are looking for creative solutions when refinancing amid a volatile lending landscape, reports RE Business Online. Federal Reserve economists warned about CRE valuations taking a tumble. These are among today’s must reads from around the commercial real estate industry.
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Mercer Launches Broker/Dealer for Legacy Assets
Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers.
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How Technology Makes Adopting Direct Indexing Easy
Stay one step ahead of the robots with direct indexing.
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Goldman Turns to ‘Make-or-Break’ Unit as Solomon Put to Test
Investors await a fresh narrative at Goldman Sachs' second-ever investor day.
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For Many Homebuyers, It’s New Construction or Nothing
Builders can also get creative with incentives and floor plans to help buyers with affordability, whether that’s cutting prices, building smaller homes or offering to buy down mortgage rates for a period of time.
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Kansas City’s $1.5 Billion Airport Renovation Spurs Hopes for Business Boom
Since 2018, governments have sold more than $85 billion of airport bonds, according to data compiled by Bloomberg.
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