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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Creating a Post-Pandemic Client Experience of Your Own
Well-designed client experiences lead to higher profits and valuations.
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RIAs Run Risk of Falling Short on DOL Rule Compliance
Some legal experts say RIAs are not doing enough to comply with the new rule, especially when it comes to rollover advice.
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World’s Top Pension Fund Treads Water as ESG Picks Up Pace
At the same time, Japan's GPIF is coming up against other hurdles that prevent it from keeping pace with other pension funds.
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Six Must Reads for the CRE Industry Today (April 12, 2021)
Forbes explores Oracle founder Larry Ellison’s $1 billion real estate portfolio. Real estate data firm CoreLogic is raising $4 billion in debt to finance its buyout, reports Bloomberg. These are among today’s must reads from around the commercial real estate industry.
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Business Roundtable Starts Major Ad Campaign Opposing Tax Hikes
The Business Roundtable’s advertising campaign in the Washington market is just its first phase.
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Beyond Allyship to Universal Advocacy
We get to choose for whom we serve as allies, but creating equitable and inclusive cultures requires us to be so for everyone.
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The Art of Negative Thinking
A syndicator will be much better off thinking about why prospective investors have not chosen to invest in the status quo.
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SFR Remains a Hot Sector, But Some Renters Continue to Struggle
Investors with small portfolios are more likely to feel the pain from tenants that have been unable to stay current on rents than REITs or private equity funds.
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A Playbook to Combat Planning Resistance
Successful retirees solely managing their own complex portfolios are setting heirs up for a challenging handover.
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This Week in Wealth Management Deals
The mergers, acquisitions and advisor moves you may have missed announced the week of April 5-9, 2021.
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Envestnet Buys Harvest, Broadening Tech For New Savers
Harvest Savings & Wealth Technologies was called Trizic before a 2019 rebranding, and features micro-saving and rapid account opening tools.
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BlackRock Scores Biggest-Ever ETF Launch With New ESG Fund
Investors poured about $1.25 billion into the BlackRock U.S. Carbon Transition Readiness ETF (LCTU) on Thursday, making it the biggest launch in the ETF industry’s three-decade history
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Goldman Channels Cathie Wood Playbook in Active Thematic ETF Bid
Goldman Sachs plans to create the Future Consumer Equity exchange-traded fund, focusing on technology companies that embrace the “lifestyle and values” of younger consumers such as sustainable living, health and wellness.
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Crypto Whale Behind $69 Million NFT Sees ‘Huge Risk’ for Traders
“It’s even crazier than investing in crypto.”
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Eight Must Reads for the CRE Industry (April 10, 2021)
In his later to shareholders earlier this week, Jamie Dimon laid out JP Morgan’s approach to working from home post-pandemic, reports Slate. McDonald’s is closing hundreds of its locations inside Walmarts across the country, according to the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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Fund News Advisors Can Use: Grayscale’s Big Bet on a Bitcoin ETF
In this week’s fund news, Grayscale hopes to convert its Bitcoin Trust into an ETF; Schwab joins the non-transparent active ETF game; and Invesco plans to integrate ESG into all its investments.
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