Former Merrill Lynch VP Launches Florida RIA
University of Miami basketball brought Justin Heller and his partner together at the wirehouse; now they've launched their own firm with an assist from Rapport Financial's Aaron Hattenbach.
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RIA Aggregators Shift from Buyer to Seller
The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.
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SEC Reopens Comment Period For Proposed Cybersecurity Rule
The Investment Adviser Association, the trade group for RIAs, said it appreciated the additional time and was worried about the “interrelatedness of the SEC's current proposals." The commission also proposed updates to cybersecurity rules for brokers.
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The Most Actively Traded ETFs in the Past Month
These funds saw the most activity over the past 30 days.
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11 Must Reads for CRE Investors Today (March 16, 2023)
Real estate investors pulling money out of Signature Bank contributed to the bank’s collapse, reports The Wall Street Journal. Short interest against SL Green has risen amid the struggles of the office sector, according to The Real Deal. These are among today’s must reads from around the commercial real estate industry.
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SVB Contagion Bleeds Into Wealth Management Stocks
A Morningstar analyst said it would be difficult to have a 'run on the bank' for wealth management firms and does not expect to change his outlook for these companies.
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Opportunities for Advisors Amid the SVB Collapse
Don’t squander the chance to reassure clients they are protected while also setting them up for even greater long-term success.
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T3: Rise of the Machines
'ChatGPT cannot be blindly trusted. You cannot overstate this,' said one executive at this week's T3 advisor technology conference, even as Morgan Stanley becomes the first to incorporate a more advanced iteration of the popular chat bot into advisor workflows.
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Don't Make the Same Mistake as SVB With Your 401(k)
Treasuries aren’t always the safest asset in your portfolio. Your risk depends on the type of bond and what you need the money for.
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Exiled Chinese Billionaire Guo Wengui Charged With Billion-Dollar Fraud in US
Prosecutors claim Guo Wengui and his financial advisor, Kin Ming Je, conspired to defraud thousands of victims of more than $1 billion using “a series of complex fraudulent and fictitious businesses and investment opportunities.”
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SVB Is a ‘Nail in the Coffin’ for Bay Area Housing Market’s Gold Rush
After months of weak buyer interest, agents began seeing larger crowds at open houses in January and getting multiple offers above asking price on their listings. By early March, though, climbing mortgage rates, plunging stock prices and mushrooming Big Tech layoffs tempered hopes for a spring rebound. Then came last week’s run on the bank that was intricately tied to the region’s massive explosion in wealth.
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Blackstone’s BREIT Records Its Biggest Advance in 6 Months
In addition to higher income from rent and steady dividends, BREIT’s February returns benefited from hedging positions that added value as interest rates rose. Commercial real estate prices fell 1.4% across all asset classes in February and are down 15% in the trailing 12 months, according to Green Street.
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Joint Venture Issues That Can Arise in Office-to-Residential Conversions
For all the talk about office-to-residential conversions, moving forward on such projects can be complicated in a joint venture.
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Mastering ETFs: Live, Interactive Q&A with Subject Matter Experts
Thursday, April 06, 2023 | 1:00 PM ET
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University Follows BREIT Deal With $2 Billion Real Estate Plan
The university is proposing to deploy $2 billion to buy or finance buildings near its 10 campuses, including dorms, faculty housing, classrooms and lab space. The properties would be “strictly investment assets, acquired at market rates” and managed by an in-house team, according to a summary prepared for Thursday’s meeting of the university’s Board of Regents.
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The Healthy Advisor: A Refugee’s Journey and the Power of Sound Healing With Sathya Chey Patterson
Sathya Chey Patterson views her humble beginnings and financially challenged upbringing as assets, not liabilities.
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Biden’s 2024 Green Book Tax Proposals
What “fair share” taxation means for estate planning.
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Automation For Everyone: Opportunities For Capitalizing on Robotics & AI
Tuesday, April 04, 2023 | 2:00 PM ET
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The Cost of Being too Liquid
Why advisors should consider developing an “illiquidity bucket”.
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Four Common Practice Management Mistakes to Avoid
As advisors scale and grow their business, they constantly have to toggle between strategic, big picture thinking and tactical doing.
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