Concurrent Recruits Nine New Advisors, Almost $1B in AUM in Q1
Concurrent Advisors appears on track to exceed rapid 2021 growth.
Read MoreConcurrent Advisors appears on track to exceed rapid 2021 growth.
Read MoreThe pandemic era migration from gateway cities to smaller metros has driven inflation in those markets, reports CNBC. Biden tries to crack down on private equity deals in the nursing home sector after those types of deals hit a new high, according to Morning Consult. These are among today’s must reads from around the commercial real estate industry.
Read MoreThe SEC claims the RIA violated its fiduciary duty when it did not inform clients about the conflicts related to revenue-sharing agreements and must return funds to affected investors.
Read MoreDallas-based NexPoint is seeding a newly formed vehicle with $250 million in equity and debt to buy single-family rentals
Read MoreA new asset-management company backed by Peter Thiel claims to be pushing back against an “ideological cartel.” That’s a leap.
Read MoreJulius Baer’s shift toward offering crypto services is in stark contrast to Zurich rival UBS, which so far has said it’s not interested in advising clients on “speculative” assets.
Read MoreThe Fifth Circuit Court of Appeals agreed that Congress unconstitutionally delegated its power when it allowed the SEC to pick whether to pursue enforcement cases in federal courts or internally.
Read MoreResearch showed when energy labels were present, people selected the most efficient listings 21 percent more often.
Read MorePerformance dispersion is real, and it’s not limited to just asset managers.
Read MoreThere’s a difference between good and great.
Read MoreThursday, June 16, 2022 | 2:00 PM ET
Read MoreThe call for greater independence became the motivation for Steve Dimitriou to leave FiNet in 2020 and launch his own RIA firm, Mayflower Advisors, which today manages over $1.7B.
Read MoreDuke is a highly attractive takeover target, with assets in markets that Prologis covets. But REIT analysts say Duke needs greater incentives to sell.
Read MoreA brief overview of the duties and responsibilities of executors.
Read MoreThe founder and CEO of Sanctuary Wealth explains how RIAs can strategically approach mergers, acquisition, recruiting and sustainable organic growth.
Read MoreThese funds took in the most money over the last 30 days.
Read MoreFind out how technology can solve unnecessary complexities.
Read MoreThe deal brings Advisor Group considerable scale in the financial institution market and a more dedicated channel for those advisors.
Read MoreBarring major economic headwinds, apartment rents are on track for big rises for the balance of 2022 as developers struggle to keep pace.
Read MoreFocus Firm XML Financial Group lures Samson Wealth from Wells Fargo's FiNet.
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