Making a Pivot: How Origin Investments Changed its Strategy with the Change in the Market
The investment fund manager used to focus on value-add multifamily. Then it discovered the play no longer made sense.
Read MoreNews
-
-
Wall Street Money Machine Booms as 445 ETFs Debut in Epic Year
About $900 billion has flowed into the ETF market since the start of the year -- easily a record. Barely any funds are getting shuttered.
Read More -
Tax Bills for Rich Americans in Doubt With Biden’s Plan Adrift
“Planning has been put on hold, because no one knows what the rules of the game are.”
Read More -
Keep a Clear Head at Year-End
Don’t let frantic clients guilt you into helping them make reckless last-minute tax planning decisions.
Read More -
Ten Wrongheaded Market Predictions
Investing and market forecasts by best-selling authors and highly confident experts that turned out to be 100% wrong.
Read More -
Celebrity Estates Encore Episode: Philip Seymour Hoffman
David Lenok and Megan Gorman discuss the missed opportunities for Philip Seymour Hoffman and his advisors.
Read More -
Blackstone Nears $930 Million Deal for Manhattan Apartments
Blackstone is now placing bets on Manhattan multifamily real estate and is in talks for a near $1 billion acquisition.
Read More -
Six Must Reads for the CRE Industry Today (Dec. 20, 2021)
The rapid spread of the omicron variant is starting to take its toll on U.S. businesses, including hitting restaurants particularly hard. CoStar is building a new headquarters tower in Richmond, Va., reports Richmond Biz Sense. These are among today’s must reads from around the commercial real estate industry.
Read More -
Unfair and Unpaid: A Property Tax Money Machine Crushes Families
Nationwide data show that much of the debt that’s being sold never should have existed in the first place.
Read More -
How the Infrastructure Bill Could Boost Apartment Development
NMHC's Paul Cino outlines how aspects of the recent infrastructure bill could benefit multifamily investors.
Read More -
A Sound Approach to Composing a Melodious Life Insurance Presentation
When time is of the essence, it’s critical to hit all the right notes
Read More -
Wells Fargo Vets Join Private Wealth To Manage Energy, Real Estate Assets
The new Texas-based Specialty Asset Management Division will help the RIA manage the oil and gas-rich real estate interests of its clients.
Read More -
Merchant Takes Minority Stake in Private Advisor Group
The deal paves the way for Private Advisor Group to offer some form of equity to its advisors, says CEO RJ Moore.
Read More -
Estate and Gift Tax Valuation of Cannabis Business Interests
The myriad state and federal rules that apply to their creation, operation and transfer
Read More -
A Pair of Teenagers Helps Launch ETF Targeting Youngest Traders
The Generation Z ETF (ZGEN) tracks a portfolio of “future-focused companies that align with Generation Z.”
Read More -
Merrill Revamps Leadership With Lorenz and Lambert Set to Retire
Merrill Lynch Wealth Management has named Lindsay Hans and Chandler Root to division executive roles.
Read More -
Pivoting to High-Net-Worth Clients Is No Easy Task
Advisors who want to reposition their firms to focus on wealthier households have their work cut out for them.
Read More
Have any Questions?
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company