Highlights from A Guide to Commercial Real Estate Investment in 2022
This forum explored some of the strategies for investing in commercial real estate during a time of innovation.
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The 12 Best Business Books of 2021 for Advisors
Each title on this list will add value to your practice and the tools you use daily in your work.
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Advisor Innovations: How to Invest Sustainably With Jay Lipman
Jay Lipman shares how Ethic can help advisors construct portfolios that reflect clients' values.
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Nine Must Reads for the CRE Industry Today (Nov. 22, 2021)
The Nevada Independent profiles VICI Properties, which has consolidated control of a big chunk of the Las Vegas casino hotel market. The Wall Street Journal examines how the pandemic reset the retail market, with surviving firms on stronger footing. These are among today’s must reads from around the commercial real estate industry.
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Dads Are Doing Less at Home Again Fearing the Career Hit
The pandemic, over time, has worsened some gender inequalities in American homes.
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Top 20 Markets for Office Rent Growth
The markets where rents have been growing the most over the past two years are also the ones with the strongest tech job growth.
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JPMorgan Ex-Brokers Fight Grandma in Court, Seeking Her Silence
Ninety-five-year-old grandmother spars with two of her grandson over FINRA award payout, refuses to sign gag order.
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Estate Tax Revenue Collapses 50% as Ultra Rich Skip Out
Just 1,275 wealthy families paid $9.3 billion in estate tax to the U.S. Treasury in 2020.
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SEC Enforcement Actions Drop, Penalties Rise in FY 2021
The number of standalone enforcement actions climbed year-to-year from 2020, while whistleblower awards passed $1 billion since issuing its first award nearly a decade ago.
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What’s in the House-Passed Tax and Spending Bill Backed by Biden
Here's where the bill stands before the Senate starts making changes.
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Five Tips to Maximize Clients’ Year-End Giving
How to make charitable contributions go further.
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Structured Notes Access Added At Fidelity, Envestnet
Envestnet and Fidelity are integrating with Simon Markets to bolster structured notes capabilities for advisors.
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Direct Indexing: Maximizing Tax Alpha & Fueling Growth
Thursday, December 16, 2021 | 4:00 PM Eastern Standard Time
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Wealthies Circle Podcast: A Look Into 2022 for Financial Advisors with Cetera's John Pierce
John Pierce talks about what Cetera Financial is doing to help advisors grow and assist them working with clients.
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Advisor Innovations: LPL’s Tom Murphy on the Firm’s Efforts Toward Modernizing the Advisor-Client Relationship
Tom Murphy gives an insider look into how LPL is arming advisors with investment and planning platforms to meet the changing demands.
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Riskalyze Fintech Report Card: November 2021
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
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Proven Tips to Grow Your Business in 2022
Thursday, December 09, 2021 | 2:00 PM Eastern Standard Time
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Eight Must Reads for the CRE Industry Today (Nov. 19, 2021)
The national commercial property price index produced by Real Capital Analytics climbed at the fastest rate ever in October. CVS plans to close 900 stores over the next three years, reports Bloomberg. These are among today’s must reads from around the commercial real estate industry.
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Kentucky, Mississippi Adopt Best Interest Annuity Rules
The two states become the 17th and 18th to adopt rules regarding annuity sales and recommendations based on the National Association of Insurance Commissioners’ model rule, following Connecticut, Virginia, Iowa and others.
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Clients’ Misunderstanding About Indexed Policies
Sometimes the obvious needs to be stated: A policy with a 0% crediting floor can still lose money.
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