Strengthen Client Loyalty in Times of Change: Why You Should Offer Bill Pay for Your High-Net-Worth Clients
Tuesday, March 23, 2021 | 2:00 PM ET
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New York’s Empty Nesters Stay Put, Adding to Home-Supply Crunch
Fewer baby boomers are looking to downsize, and that’s compounding an inventory crunch.
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FINRA Bars Former Wells Fargo Broker For Private Securities Transactions
The regulatory agency claimed Scott Wayne Reed failed to get approval from Wells Fargo when soliciting clients to invest in a software company he himself was invested in.
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WMRE's Common Area: What Automation Means for Logistics Real Estate
Melinda McLaughlin, Prologis’ vice president of research, comes on the show to dispel misconceptions about the increased adoption of technology in the logistics space.
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Six Areas Where Wealth Managers Can Transform Their Business This Year
The global coronavirus pandemic disrupted the financial advisory industry. Here’s what that means in 2021.
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New Cadre Private Equity Real Estate Fund Attempts to Tap Accredited Individual Investors
Cadre’s Direct Access Fund has launched in what has become a crowded pool of private equity real estate funds.
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Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams
Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction of tax evasion in 1979.
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Fintech Firm Apex Clearing Agrees to Go Public Via SPAC
Apex has more than 200 clients, including Stash, Firstrade Securities, Social Finance and Goldman Sachs' Marcus.
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Starwood’s $4.1 Billion CA Immo Takeover Offer Opens Monday
With the move, Starwood is doubling down on its wager on CA Immo’s prime German office space.
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A Year After Covid Crash, Pandemic Losers Are the New Winners
Mall owners Simon Property and Kimco Realty Corp. have both gained more than 70 percent since the end of October.
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Wall Street Is Inflation-Proofing Its Debt-Market Portfolios
A number of big name firms are moving money into loans and notes that offer floating interest rates.
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Nine Must Reads for the CRE Industry (Feb. 22, 2021)
CBRE Group has made an investment in flexible workspace solutions provider Industrious. Bisnow looked at how developers in Texas coped with the recent crippling power outages. These are among today’s must reads from around the commercial real estate industry.
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The Black Diamond Wealth Platform's Client Experience
A customizable, custom-branded and interactive online environment that can be accessed anytime, anywhere.
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Howard Hughes CEO Sees a Renewed Desire for Walkable Communities
The pandemic prompted some developers to tap the brakes on new projects. That’s not the case at Howard Hughes Corp.
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This Week's Wealth Management M&A Deals
These are the mergers, acquisitions and firm-to-firm moves that occurred the week of February 14, 2021.
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Wealthies Circle Podcast: Joining a Broker/Dealer
Prospera's Tim Edwards and Tony Montanari discuss what advisors can expect when they join the firm as an independent advisor.
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Goldman’s Robo Will Be Retrofitted for Its Advisors
Goldman is currently working on a version of Marcus Invest that takes an advisor relationship into account, said Joseph Duran, head of Goldman Sachs Personal Financial Management.
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Bitcoin Hits $1 Trillion Value as Crypto Jump Tops Other Assets
Bitcoin has added more than $450 billion of value in 2021.
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Gold Goes From a Star Commodity to Laggard in Shocking Reversal
Gold's start to 2021 is its worst since 1991.
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Billionaire Peterffy Says N.Y. Rich in Florida Are There to Stay
The ultra rich are coming to Florida from not only New York, but from California and the Midwest, too.
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