Advisor Innovations: Mark Bruno on Billion-Dollar RIAs
David Armstrong and Mark Bruno talk about what’s fueling the growth of the most aggressive RIAs in the market and what that means for RIAs who are poised to join in the frenzy.
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2021 Year-in-Review: WMRE's Top 10 Podcasts
A look back at 10 of the best conversations we had with CRE pros in 2021.
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Giving Clients the Gift of Authentic Connection
This time of year is the perfect opportunity for advisors to learn a bit more about their clients.
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An End-of-Year Estate-Planning Checklist for Advisors
The conversations advisors should be having with clients.
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The Top Investing Story of 2021: Investing in Cryptocurrency and Digital Assets
2021 became the year that investing in cryptocurrencies really hit the mainstream and advisors took notice.
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2021 Year-in-Review: WMRE's Top Eight Galleries
COVID-19 continued to disrupt both everyday life and commercial real estate trends. But the outlook for the industry as a whole got a lot brighter.
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The Top HNW Story of 2021: Possible Tax Changes Coming for HNW Investors
A new administration means new priorities. President Joe Biden and the Democrats looked at targeting the rich with their tax proposals.
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BAD ETF Arrives for Bets on Stocks That Markets May Be Shunning
Listed Funds Trust debuted the BAD ETF (BAD) to target an index focused on betting, alcohol and drug companies.
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Father/Son Team Move Book to LPL Financial From MML
Sterling Wealth Group, which manages about $390 million in client assets, will join JFC Financial Network, an OSJ of LPL, following a year of due diligence.
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Riskalyze Fintech Report Card: December 2021
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month, and says goodbye to the Fintech Report Card.
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Q&A: Advisory Services Network's Tom Prescott on the Market for Smaller Advisors
Advisory Services Network has grown by catering to one of the most underserved slices of the industry—the small advisory practice.
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The Most Heavily Traded ETFs in the Past Month
These funds saw the most activity over the past 30 days.
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Advisor Innovations: The Wealthtech Landscape With LPL’s Gary Carrai
LPL's Gary Carrai discusses how he views the fintech ecosystem around wealth management, where he thinks LPL will turn next for fintech partnerships and his views on cryptocurrency and artificial intelligence as it relates to financial advice.
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Nine Must Reads for the CRE Industry Today (Dec. 23, 2021)
Convention schedules have been thrown into disarray once again amid the omicron surge, reports CNBC. Proptech wrapped up a record year, drawing in $32 billion in venture capital, according to data from CRETI. These are among today’s must reads from around the commercial real estate industry.
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SEC Charges California Unregistered Broker in EquiAlt Scam
According to the commission, John Marques raised nearly $7.9 million and generated $824,000 in commissions from allegedly recommending and selling unregistered securities from the Florida-based company.
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Jersey Shore Town Beats Florida Locales as Zillow Retirement Hotspot
Lavallette in N.J. was more popular than destinations in Florida on the real estate app’s rankings, while South Lake Tahoe took the overall prize.
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Crypto’s Wild 2021 Will Go Down as One for the Ages
Elon Musk, Shiba Inu, El Salvador and a $69.3 million NFT all played a part in a singular year for the industry. Here are 11 key moments.
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Wall Street Ends Crazy Year With Existential Angst and Big Bonuses
Veterans of past Wall Street booms suggest that, somehow, this one doesn’t feel so good.
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Private Equity Raises Real Estate Money Too Fast to Spend It
U.S. private equity funds amassed a record $287.8 billion for CRE deals in 2021, according to Preqin—an increase of 57 percent from 2019.
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It’s Time for Some 'Moonshot' Philanthropy
Look for investments that many donors are unwilling to risk.
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