Skip Schweiss Takes Over At The FPA
The former TDAI executive spent the last days of 2020 studying for his CFP exam and taking a hard look at the regulatory landscape that faces financial planners in 2021.
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Skip Schweiss Plans Revitalization for FPA
The former TDAI executive spent the last days of 2020 studying for his CFP exam and taking a hard look at the regulatory landscape that faces financial planners in 2021.
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ESG Investing Outlook and the Benefits of Tax Credits
Recent research suggests that ESG investing does help achieve better overall performance.
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Six Questions to Ask About a Charity
How to help your clients invest their philanthropic dollars in a charity that will last.
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Construction Financing Remains Available for Some Multifamily Development
Despite the disruptions in the market, multifamily developers remain busy and lenders have been willing to provide construction financing.
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Wall Street Revives Dream of Bitcoin ETF With New SEC Filing
VanEck Associates Corp. has started a new push to launch an ETF tracking the world’s largest digital currency, according to a filing to the U.S. Securities and Exchange Commission
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Gold Near Eight-Week High as Covid Angst Fires Up Haven Demand
Building on the biggest annual gain in a decade, gold has made a strong start to the new year as virus angst clouds the outlook for the economic recovery.
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Lineage Logistics Makes $500 Million Bet on Refrigerated Rail
The warehouse owner acquired Cryo-Trans, owner of refrigerated and insulated railcars.
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Enlist Wall Street to Fight Pandemics Before It’s Too Late
So-called vaccine securities can finance research and be issued at interest rates on par with what governments pay for general-purpose borrowing.
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Related to Buy Florida Office Tower Popular with Finance Firms
A Related affiliated agreed to buy the Phillips Point building in West Palm Beach for $282 million.
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JPMorgan in Talks With China Bank on Wealth Venture
JPMorgan Chase is in preliminary talks with China Merchants Bank Co. to set up an entity, expanding on a strategic partnership on products in 2019,
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Why Most Advisors Hold on to Investment Management
The coronavirus pandemic has firms reassessing their approach.
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FastChat Video: Top Five Risk Statistics to Apply to your 2021 Portfolios
An informative review of the statistics available to financial advisors to conduct manager due diligence in 2021.
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ETFs’ Big Three Struggle to Make Mark in 2020’s Largest Launches
The top 20 ETFs to debut in 2020 by total fund assets include only three products from BlackRock Inc. and none from Vanguard Group or State Street Corp., according to data compiled by Bloomberg.
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Six Must Reads for the CRE Industry Today (Jan. 5, 2021)
Smaller metropolitan markets in the middle of the U.S. are seeing the strongest rise in home prices, reports CNBC. Nordstrom looks like one of the department store chains that will survive the pandemic, according to MarketWatch. These are among today’s must reads from around the commercial real estate industry.
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FINRA: Morgan Stanley to Pay $1.7 Million for 529 Plan Lapses
The settlement is the first action coming from the regulatory agency's 2019 self-reporting initiative for failures to oversee 529 plan share class recommendations.
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Applebee’s Is Testing its First Drive-thru Location
A franchise operator is retrofitting an existing location in Texas that could serve as a potential prototype for future brand designs.
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USA: Increased Demand for Multi-Generational Housing
The results from AIA's fourth Quarter Home Design Trends Survey show growing popularity of multi-generational housing accommodations.
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Breaking Down the Record Year in ETFs
ETF demand was broad based in 2020, as fixed income and commodity ETFs pulled in impressive net inflows relative to their size. In addition, investors continued to choose equity ETFs over often more expensive mutual funds.
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What Advisors Have to be Grateful For
As we begin this new year, give yourself and your practice the gift of gratitude.
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