Within an Already Favored Sector, Industrial Big Boxes Are Highly Prized by All Types of Investors
New equity sources are pouring into the big-box industrial sector, expanding an already crowded field.
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Investor Advocates Call for Revamped Form CRS
The Institute for the Fiduciary Standard released its alternate version of the disclosure document, arguing more was needed to draw the distinction between investment advisors and broker/dealers.
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The Awkward Feeling of Being the Only One in The Room and How to Change It
Everyone in the CRE industry, no matter their position, can play a part in promoting diversity and inclusion and reducing the “awkwardness in the room.”
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Gensler Says Assets Worth Trillions May Need Tighter Rules
The SEC Chair said he’s directed the agency’s staff to review how to toughen a slew of regulations that touch everything from meme stocks to blank-check companies.
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PFI’s Matt Sonnen Takes COO Consulting Downstream With New Digital Offering
The COO Society costs less than Sonnen's retainer model, and aims to train RIAs on the operational and human resources aspects of running a firm.
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Buffett Exits as Gates Foundation Trustee, Sidestepping Rift
Warren Buffett is one of the Gates Foundation’s three board members, alongside Bill Gates and Melinda French Gates, who announced last month they’re splitting after 27 years of marriage.
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Inside ETFs AdBoard: The ETF Trends That Will Stick
Jill Mavro, Managing Director, CapW Global LLC, and an Inside ETFs advisory board member, on the implications of the "retail army" invading the stock market, how blockchain technology will impact ETFs, and the opportunities for advisors in cryptocurrency—all to be discussed at Inside ETFs conference September 27-29.
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Fannie, Freddie Plunge as High Court Deals Blow to Investors
The suing investors targeted the 2012 agreements that let the federal government collect more than $300 billion in profits from Fannie and Freddie.
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Brookfield, Tishman Bet Billions on Workers Returning to Office
Even as others fret about the future demand for office space, Tishman Speyer spent $12 billion over the past year on deals it expects “to be some of the best investments we have ever made.”
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Michael Kitces' #FASuccess Podcast: The 'Money Boss Mom' Jamie Bosse
Aspyre Wealth Partners' Jamie Bosse details how she was able to craft her personal brand as the "Money Boss Mom" by balancing her responsibilities as a financial planner and that of an author.
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Proposed Federal Law Changes Requirements for Donor-Advised Funds and Private Foundations
Controversial bill aims to get funds to charitable beneficiaries quickly.
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ETFs Change Indexes More Often Than You Think
There have been nearly 125 ETFs that changed their underlying indexes since 2018. That means advisors relying on past performance are incorrectly focused on the old rule book.
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Startup Aims to Ease ESG Conversations with Clients
YourStake founders believe advisors are missing 80% of the client demand for ESG investing.
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Commonwealth Lures First Wirehouse Team Into New Access Advisor Program
Melville, N.Y.-based Keith Ryan, a former UBS advisor with $140 million in client assets, is the first to join under Commonwealth’s new pricing model for breakaway advisors.
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Schwab Prepares to Launch Digital Account Onboarding
Digital account onboarding—long promised—is a must-have for Charles Schwab, says one analyst. The firm is preparing for the feature's launch next month.
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12 Must Reads for the CRE Industry Today (June 23, 2021)
California will attempt to pay all of the past-due rent that accumulated as a result of the pandemic, reports The Associated Press. Retail and hospitality companies are facing challenges keeping existing workers. These are among today’s must reads from around the commercial real estate industry.
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FINRA: Farmers Financial Fell Short in VUL, Mutual Fund Supervision
According to the regulatory agency, the California-based broker/dealer failed "to establish and maintain a reasonably designed supervisory system" on the sale of variable universal life insurance contracts and mutual funds during several years.
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Hidden Histories: Why Tulsa and Juneteenth Should Matter to Advisors
Virtually everyone who advises clients has experienced moments of intuition when they sense that there is more to the story than a client is willing to share.
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DWS Weighs Sale of $600 Million Omnicom London Headquarters
The asset manager has appointed advisers to gauge buyer interest in the Bankside 2 and 3 buildings on the south bank of the Thames.
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Advisor Innovations: Trends in RIA M&A with David DeVoe
Devoe & Co. CEO David DeVoe on what's driving the biggest changes in the RIA industry.
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