Wealthies Circle Podcast: Andrew Schardt on Building a Wider Door to Private Markets
Hamilton Lane's Andrew Schardt discusses the benefits of private markets for advisors in terms of diversification and more opportunities for returns.
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Brent Brodeski’s Savant Sells Minority Stake to Private Equity Firm Kelso
Kelso joins private equity firm The Cynosure Group, along with Savant’s family office investors; CEO Brent Brodeski will retain full control of the $12 billion RIA.
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11 Must Reads for the CRE Industry Today (Oct. 8, 2021)
The delay in office returns has led to a high number of vacant storefronts in Midtown Manhattan, reports CNBC. The end of the eviction ban has not so far resulted in the expected spike in evictions, according to The Associated Press. These are among today’s must reads from around the commercial real estate industry.
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Hightower’s Fairport Acquires $500M FMA Advisory
Fairport's deal to acquire FMA Advisory, facilitated by Hightower, will bring its total AUM to $3.9 billion.
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Which Construction Materials Are Showing the Greatest Price Volatility?
The cost of construction materials for commercial projects has gone up dramatically over the past 12 months. Where are the biggest increases coming from?
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Navigating Digital Asset Compliance: Advice for Advisors
Independent RIA owners have greater latitude in recommending digital assets than employees of financial institutions, according to attorney Max Schatzow during a presentation at CoinDesk’s annual Bitcoin for Advisors event.
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Financial Advisor Tips from Comedians in Cars Getting Coffee
Slowly, advisors are beginning to understand that shorter, online, on-demand video makes sense. It’s about time.
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How to Capture More Leads from Your Financial Advisor Website
Make your CTAs irresistible by showing visitors the value of sharing their contact information.
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Advisor: Bitcoin Is the Only Digital Asset Worth Investing In
“It’s the most certain of this very uncertain asset class," said Morgen Rochard, managing member at Origin Wealth Advisers, speaking at CoinDesk’s 2021 Bitcoin for Advisors conference.
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Kitces On Crypto
At this year's Bitcoin for Advisors conference, Michael Kitces and a number of other panelists and speakers addressed the quickly evolving crypto environment for advisors.
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Mindy Diamond on Independence: Third Gen UBS Breakaway Finds Sanctuary
A conversation with Tom Stadum, managing partner of Fjell Capital, about his transition from UBS to independence with Sanctuary Wealth.
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Rental Properties with These Four Characteristics Make Smart Investments
Implementing smart devices is one of the best ways to “greenify” rental properties.
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BlackRock Alumni Want to Shake Up World of Junk-Debt Investing
BondBloxx Investment Management LLC plans to create seven exchange-traded funds carving up the U.S. high-yield debt market.
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Gen X's Wealth Has Gone Up 50% During the Pandemic
As of June this year, Generation X held 28.6% of the nation’s wealth, up 3.9 percentage points from the first quarter of 2020.
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Invesco Pairs With Novogratz’s Galaxy for Crypto-Flavored ETFs
SATO and BLKC are among the nearly dozen of crypto-flavored ETFs that have cropped up as issuers seek regulatory approval for cryptocurrency ETFs.
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Elliott Pushes for Sale of Healthcare Trust of America
Elliott is a top holder in the REIT and the Florida-based hedge fund has met with the company’s board to discuss a strategic review.
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September's Bumper Crop of New ETFs (Part One)
ETF launches surged in September as sponsors brought more than 60 new products to the market. Here's a look at the first half of the month's total launches.
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Refinitiv Launches Wealth Practice 360
The new offering combines client data from multiple sources, including a firm’s CRM, social media and the markets.
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Facebook Boosting Crash Course
There are seemingly countless options to consider, but it’s advisable to keep it fairly broad.
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Nine Must Reads for the CRE Industry Today (Oct. 7, 2021)
The Real Deal recaps the recent battle between Sam Zell and Barry Sternlicht to buy Monmouth. Bisnow looks at how family-run real estate firms are positioned for the industry’s future. These are among today’s must reads from around the commercial real estate industry.
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