The Dark Side of Dealmaking
The RIA M&A market may be hot, but advisors should proceed with caution, said speakers at the MarketCounsel Summit this week.
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Canada Pension Makes Foray into U.S. Single-Family Homes
CPPIB will join with Greystar Real Estate Partners to build and acquire SFR properties in the United States.
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Inflation Is the Biggest Threat to the Bedrock 60/40 Portfolio
“In this environment, we think 60/40 is pretty dangerous.”
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BlackRock to Pull Bulk of U.S. ETF Assets From State Street
BlackRock will shift 40% of its holdings to Citigroup Inc., 30% to JPMorgan Chase & Co. and 15% to Bank of New York Mellon Corp.
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Cathie Wood’s New Fund Arrives as Pressure on ARK ETFs Eases
The ARK Transparency ETF (CTRU) tracks an index of the 100 “most transparent” companies.
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Goldman Sachs Says Young U.S. Workers Are Plotting Early Retirements
A survey signals that younger employees may also need more realistic expectations about how much money they’ll need in later life.
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Wellin Malpractice Case Warns of a Danger Zone for Practitioners
Explain the consequences of suggested transactions to clients when giving high-level estate-planning advice.
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NewPoint, Lender Headed by Ex-Freddie Mac CEO, Buys HHC
HHC Finance focuses on helping to finance nursing homes, seniors housing and other facilities.
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Working With Clients on Estate-Planning Strategies
Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference.
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Rethinking the Financial Advisor Newsletter
Create something that's personal that your clients will really enjoy.
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The Inside ETFs Podcast: The ETF Evolution From Broad Beta to Broad Scale Adoption with John Feyerer
Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022.
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Captrust Adds Boston-Based RINET, Its Eighth Deal of 2021
Captrust's acquisition of the $2.2 billion firm will be its 53rd since 2006. One Captrust executive says the move will boost family office services for clients.
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Nine Year-End Planning Tips for HNW Clients
What is one thing you would advise clients to do prior to the end of 2021?
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Highlights from CBRE’s 2022 U.S. Real Estate Outlook
A strengthening economy will deliver strong fundamentals across all CRE property types and drive robust investment sales activity.
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Q&A: Michael Batnick on Why Ritholtz Wealth Management Is Building a Crypto Index
Ritholtz Wealth Management is designing an access point for advisors to make investments in not just Bitcoin, but also alt coins and the metaverse.
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Prince's Estate Reaches Settlement With IRS
A portion of the protracted legal battle will finally be put to rest.
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Eight Must Reads for the CRE Industry Today (Dec. 8, 2021)
John Paulson is testing the market for the sale of Puerto Rico hotels, reports The Wall Street Journal. ProPublica looks at the real estate tycoons who have avoided paying taxes. These are among today’s must reads from around the commercial real estate industry.
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New Jersey Office Owner Targets $1 Billion in Property Sales
Mack-Cali Realty Corp. is aiming to sell four office buildings and two hotels in New Jersey and become a pure-play multifamily REIT.
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MarketCounsel, Dynasty Make Strategic Investment in SmartRIA
Dynasty will deploy The SmartRIA Pro platform across its network firms, while MarketCounsel will use a customized edition of the platform with its RIA clients.
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Compliance Manual as RIA Operations Manual
Collaboration between compliance and operations is key.
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