Goldman Sachs Says Humans Beat Algorithms When It Comes to ESG
ESG might bring with it a revival of active management that will also encompass ETFs.
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Record Number of ETFs Launch Into Industry Deluged With Cash
About 100 new ETFs have debuted so far in 2021, the best start to a year in at least a decade.
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Senate Bills Propose Changes to Estate Tax
An overview of potential changes and tax planning actions for clients to consider.
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RIAs That Excel at Technology Do Not Look Like Tech Firms
Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client.
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Mortal Kontract: A Preventive Law Case Study
Taking proactive steps when negotiating contracts can ensure better transparency in business relationships.
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Bally’s to Acquire Tropicana in Las Vegas for $150 Million
The company is purchasing the operations of the hotel and casino report from Gaming & Leisure Properties Inc.
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Should You Start Newsjacking?
Hitching your brand to a breaking news or viral story can help build your business, but it has to be done right, quickly and authentically.
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Is It Time to Retire Your Clients’ Dinosaurs?
Pension plans are "on a path to extinction and some are further along that path than others."
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Journey Strategic Wealth Adds First Tuck-in Team
San Francisco-based advisor Kristin Bartlow and her team bring $180 million in client assets to Journey Strategic Wealth, a new spin on the aggregator model, from Northwestern Mutual.
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NYC Opens Dedicated Vaccine Site for TV, Film, Theater Workers
Employment in the city’s arts, entertainment and recreation sectors fell by 66 percent last year.
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Ameriprise Financial to Acquire Bank of Montreal’s EMEA Asset Management Business
Ameriprise will buy the EMEA asset management business for $845 million, all in cash.
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Five Must Reads for the CRE Industry Today (Apr. 13, 2021)
The Atlantic makes a case that luxury housing is necessary for creating more affordable housing. The Mortgage Bankers Association contacted JLL executives to talk about the U.S. life sciences sector. These are among today’s must reads from around the commercial real estate industry.
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Hammerson in Talks to Sell U.K. Retail Parks to Brookfield
The company confirmed it was in discussions to sell seven properties to Brookfield for $479 million.
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SEC Examiners Warn Advisors of ESG Missteps
The commission's Division of Examinations said they'd found examples of "potentially misleading statements" concerning ESG processes, according to a recent risk alert.
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Portrait of the NFT Artist as a Young Investor
"The current space of NFTs is really straddling this line between reality and fakeness and completely made up."
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Multifamily Developers Struggle to Build Garden Apartments
The cost of land and the cost of construction have crept higher and higher, creating challenges for multifamily developers.
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Unlocking the Value of Cost Basis in Unlikely Places
Many policyowners and advisors ignore cost basis to their own detriment.
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$650M Team Leaves Merrill Lynch for LPL Financial
Four former Bank of America Merrill Lynch advisors launched an independent practice via LPL's new Strategic Wealth Services affiliation model.
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Celebrity Estates: Aretha Franklin's Messy Estate
The tumultuous estate of R&B singer Aretha Franklin highlights the need for good communication.
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Five Post-Pandemic Financial Advisor Marketing Truths
How financial advisors approach marketing after this pandemic will determine their success, or lack thereof, going forward.
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