Why the Independent Model Is Powering Industry Growth
Bill Simonet describes the benefits of having the freedom and flexibility of running your own practice.
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Integrated Partners Announces the First Acquisition in Its 27-Year History
Chief Growth Officer Rob Sandrew describes how Integrated Parters' acquisition of Laurel Wealth fits into its 'deliberate' M&A strategy.
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Too Much Coaching Expertise: How to Tame a Flood of Information
It’s rare to find a firm that grows strongly and consistently without a strategic growth framework approach.
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What’s the Secret to Advisor Growth?
Focusing on talent, operational efficiency, sustainability and the client experience will set your practice up for success, says FP Transitions' Scott Leak.
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After Signature Bank Deal, FDIC Is Left With $11 Billion in ‘Toxic Waste’ Loans
In a deal with the Federal Deposit Insurance Corp., New York Community Bancorp Inc. is buying more than $34 billion in Signature’s deposits, as well as $13 billion in loans and 40 bank branches. Left behind is the commercial real estate debt portfolio, weighted heavily toward multifamily buildings bound by a law that restricts landlords’ ability to raise rents.
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The RIA Edge Podcast: An Inside Look at an RIA Edge 100 Firm, RMB Capital
RMB's Don Bechter details the firm's strategic approach to M&A, organic growth and management of all things capital that has fueled the firm’s success over the years.
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Rent Inflation for U.S. Single-Family Homes Drops Near Two-Year Low
Nationwide, the typical rent for a single-family home rose 5.7% from a year earlier, data from the real estate analytics provider show. All 20 major metro areas tracked by CoreLogic posted single-digit annual rent increases, for the first time since late 2020.
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Biggest Fear for Trillion-Dollar Funds Is Missing Next Rally
For trillion-dollar investment groups Franklin Templeton, Invesco and JPMorgan Asset Management, the accelerating financial instability seen in Silicon Valley Bank, Credit Suisse Group AG and First Republic Bank are cues to speed up preparations.
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First Republic Rebounds From Record Low With Aid Plan in Focus
On Monday, JPMorgan Chase Chief Executive Officer Jamie Dimon hatched a new plan to aid First Republic.
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Banks, Financial Industry Hit by Rising Ransomware Attacks
In its annual outlook on cyber threats, the Financial Services Information Sharing and Analysis Center, or FS-ISAC, reported that ransomware remained the biggest concern.
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Are the Fed’s Actions Crushing Investors’ Expectations?
Advisors can address client concerns about a Fed-induced recession by examining expectations and accounting for worst-case scenarios.
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Is the Future of Finance Behavioral?
Dr. Daniel Crosby discusses Orion’s pursuit to have advisors utilize technology to help deepen client conversations, differentiate themselves and grow their firms.
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Investing For The Long Run: How Hedged Equity Can Help Investors Stay The Course
Wednesday, April 12, 2023 | 2:00 PM ET
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Credit Suisse Rescue Deal Adds to Qatar’s Canary Wharf Headaches
QIA directly owns 1 Cabot Square where Credit Suisse has a lease until 2034, as well as owning half of Canary Wharf Group, the landlord that owns and manages much of the rest of the east London financial district. While UBS will assume liability for that lease after buying its rival, the demise of Credit Suisse is another blow to the sovereign wealth fund and what were once the crown jewels of its real estate portfolio.
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Orion Continues to Advance Technology Opportunities for Advisors
Orion is working to advance technology opportunities for advisors.
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Seven Must Reads for Real Estate Investors Today (March 21, 2023)
The Real Deal looks at the potential impact of UBS buying Credit Suisse. The New York Times examines what it calls a chaotic liquidation of Bed Bath & Beyond’s Harmon Stores division. These are among today’s must reads from around the commercial real estate industry.
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Biden Vetoes Bill for First Time to Block Anti-ESG Measure
The Labor Department rule was created to undo a Donald Trump-era requirement mandating that workplace retirement-plans focus purely on financial gains.
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Multiple Law Firms Investigating Focus Financial Take-Private Sale
Several law firms are looking into whether Focus’ board members breached their fiduciary duties in agreeing to the sale at $53 per share.
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Orion’s Eric Clarke Tackles the Tech Integration Challenge
Hear how Orion is creating an integrated technology experience designed to power growth and efficiency.
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How to Help DC Participants Find and Consolidate Accounts
Meet Beagle is working with plan sponsors and advisors to help people find their old 401(k) plans and roll them into a new plan or IRA.
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