A Difference of Opinion on PPLI
An abusive scheme or a legitimate strategy?
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Passively Managed Mutual Funds Outpace Their Active Counterparts During Q1
Despite common perception that active beats passive during times of volatility, only 25% of large value, blend and growth mutual funds outperformed their category index during the first quarter of 2023.
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DoubleLine Says It Is ‘Perfect Time’ for New Real Estate ETF
“It’s a perfect time, because with all this negative sentiment, you’re seeing a lot of unique opportunities,” DoubleLine portfolio manager Morris Chen said in a phone interview. “By no means are we ignoring it, but there’s a lot of devil in the details as to what’s going on with specific properties. As an active manager, we’re able to pick and choose where we want, do what we like, what we don’t like.”
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401(k) Real Talk Episode 55: April 12, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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Fed Operating Losses Seen Growing with Higher Interest Rates
The Fed said last month that it recorded a deferred asset of $16.6 billion in 2022 after ceasing remittances to the Treasury. In its audited financial statement for 2022, the US central bank said payments to Treasury totaled $76 billion before they were ended, compared with $109 billion for the year before.
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Blackstone Raises More Than $30 Billion for Giant Real Estate Fund
The company secured $30.4 billion of total capital commitments for the fund, called Blackstone Real Estate Partners X, according to a statement Tuesday. Blackstone’s latest fund is the largest of that type, according to PitchBook data going back to 2002.
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Nine Must Reads for Real Estate Investors Today (April 12, 2023)
Diversified Healthcare Trust struck a merger agreement with Office Properties Income Trust, reports McKnights Senior Living. Commercial Observer looks at the conflicting pictures of what's going on in the multifamily sector. These are among today’s must reads from around the commercial real estate industry.
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The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires
A growing number of wealthy individuals in the United States are on the move.
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Why Cresset Brought Real Estate Investment Under Its Banner
Cresset Real Estate Partners sources private market real estate investment opportunities for high-net-worth investors and family offices. It was a separate company until a partnership was formalized in 2021.
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The Critical Minerals Supply Crunch: Mining the Energy Transition for Investment Opportunity
Thursday, May 04, 2023 | 2:00 PM ET
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More SVB Advisors Depart After Bank’s Collapse
Exodus continues at SVB's private wealth division, with advisors most recently jumping to RIAs F.L.Putnam Investment Management, Cynosure Management and Cerity, according to SEC records.
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Bond Investors Shouldn’t Gamble on the Inverted Yield Curve
Reaching for yield during inversions misses the bigger driver of total return, namely the path of interest rates, which is difficult to predict with precision.
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Do Your Team a Favor, Learn to Delegate
Focus on the tasks you love while giving your staff responsibility and more autonomy.
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Robert Kirk on the Wealth Management Possibilities of AI
Robert Kirk, founder and CEO of InterGen, charts how pattern detection is helping personalize wealth management services.
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Dave Hagen on the Importance of Bringing a Unique Approach to Data Analytics
Dave Hagen, Chief Commercial Officer at BridgeFT, explains the challenges advisors face in using data analytics to their advantage
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Regional Bank Pullback Exposes Widest Spreads in Years on Commercial Mortgage Bonds
Risk premiums, or spreads, on the highest-rated commercial mortgage bonds averaged about 1.12 percentage point as of Thursday’s close. That’s close to the widest since the early part of the pandemic and before then, near the highest level since 2016.
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RBC Snags $1B Team From Troubled First Republic Bank
The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif., is departing First Republic a little more than a month after some regional banks collapsed.
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Karl Heckenberg Steps Down as CEO of Emigrant Partners
Barry Friedberg, co-chairman of New York Private Bank & Trust, Emigrant Partners’ parent company, will assume Heckenberg’s responsibilities on an interim basis.
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