Blackstone CMBS Default Presages Bad Times for Property Owners
It’s a totemic moment because Blackstone led the revival of the European CMBS market after the financial crisis.
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Private Debt Shops Are Flexing Their Muscles in Race for Loan Deals
The payment-in-kind option for part of the loan, is an arrangement being considered by lenders including Apollo, Blackstone and Oaktree Capital Management.
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A Rough February Reverses Some 2023 Gains for Publicly-Traded REITs
Total returns for the Nareit All Equity REIT Index were down 5.9% in February, but REITs are reporting strong quarterly results.
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Orion Debuts New Direct Indexing Workflow
The wealthtech company announced Story Paths at its Ascent conference in Orlando.
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Use a Prenup Checklist to Help Clients Plan for Marriage
Ultimately, a prenup’s flexibility allows it to strengthen—rather than jinx—a marriage.
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Sotheby’s Pitches First of Its Kind Offer Secured by Art Collections of the Wealthy
Sotheby’s expects to bring the asset-backed security to the market later in the year.
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SEC’s Gensler Open to Trading-Revamp Tweaks After Criticism
The SEC chair said the regulator is more inclined to hold the interests of the investing public above others.
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Credit Suisse Contests $1.3 Million Award to Ex-Advisor
The bank filed a petition asking a federal court to overturn the award to James D. Garrity, who worked for Credit Suisse for 15 years before joining Morgan Stanley in 2015.
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Clueless Wall Street Is Racing to Size Up Zero-Day Options Boom
Zero-day options got a fresh boost on index trading after firms like Cboe Global Markets Inc. last year expanded S&P 500 options expirations to cover each weekday.
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The WealthStack Podcast: Why the Timing of Financial Advice Matters
Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker
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WealthStack Roundup: Untangling Motive And Clearlake's Acquisition of Mediant Communications
Our tech columnist adds context and history to some private equity news, plus his take on a robo's demise and AcreTrader's latest accolade.
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RIA Roundup: Lazard Asset Management Acquires Truvvo Partners to Create $8B Family Office
Despite talk of RIA M&A slowing, the industry announced a bevy of new deals this week, transacting almost $19 billion in client assets.
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Eight Must Reads for CRE Investors Today (March 3, 2023)
Multifamily Dive checks in on capital markets conditions in the build-to-rent sector. Movie theaters aren’t dying, but adjusting to a new environment, according to CNBC. These are among today’s must reads from around the commercial real estate industry.
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SEC: Father, Son Team Lied About Being Fired, Impersonated Clients on Calls
The commission charged Kevin Kane and Sean Michael Kane for defrauding clients after they were fired from Waddell & Reed by telling them they left voluntarily.
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Rivermark Wealth Management Joins Falcon Wealth Planning
Falcon, with more than $500 million in assets under management, has made its first acquisition as the firm considers taking on a capital partner.
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The States With the Highest and Lowest Property Taxes
Depending on where your clients live, property taxes can be a small inconvenience or a major burden.
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SEC’s Gensler Steps Up Warnings to Money Managers on Everything From AI to Crypto
Predictive data technologies may create “inherent conflicts” of interest related to the duty that investment advisors have to their clients, the SEC chair said.
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Anti-ESG Bill Passes Senate as Biden Threatens First Veto
Congress is not expected to have enough votes to override President Joe Biden's veto.
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Watercoolers Become RTO Measure as Remote-Work Debate Rages
The amount of water dispensed in machines sold by Bevi — a Boston-based startup that provides Internet-connected coolers to more than 5,000 businesses across the US — mirrors the office occupancy rates tracked by security firm Kastle Systems throughout the pandemic.
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