Citi CEO Says Long-Term Productivity May Suffer with Remote Work
“Well, if I worked seven days a week, 15 to 16 hours a day and I don’t take any holidays, at least for a period of time I’m going to be more productive.”
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In Seismic Acquisition of Grapevine6, A Look Ahead
The sales and marketing automation firm has acquired a competitor with a lead in social media automation.
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In Seismic's Acquisition of Grapevine6, a Look Ahead
The sales and marketing automation firm has acquired a competitor with a lead in social media automation.
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Connectus Follows in Focus Financial's Footsteps, Acquires 3 Aussie Firms
Connectus, the offspring of Focus Financial, is aggressively acquiring its own wealth management firms domestically and abroad.
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Connectus Follows in Focus Financial's Footsteps, Acquires Three Aussie Firms
Connectus, the offspring of Focus Financial, is aggressively acquiring its own wealth management firms domestically and abroad.
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Can NASAA's CE Rule Get Widespread Buy-in From the States?
The association's new model rule would require investment advisor representatives to complete continuing education, but some legal experts worry about a 'patchwork' of mandates.
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Can NASAA's CE Rule Get Widespread Buy-In From States?
The association's new model rule would require investment advisor representatives to complete continuing education, but some legal experts worry about a 'patchwork' of mandates.
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FA Match Raises $1 Million In Pre-Seed Funding
The pre-seed funding round included Brian McLaughlin, Ron Carson, Jason Wenk, and Steve Lockshin.
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J.P. Morgan Buys Automated Tax Tech Company 55ip
J.P. Morgan Asset Management acquires 55ip to further marry its model portfolios with the startup's automated tax management.
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10 Must Reads for the CRE Industry (Dec. 4, 2020)
Blackstone and Colony Capital are taking advantage of the strong demand for industrial properties with new transactions, reports GlobeSt.com. Hotels are looking to air filtration and treatment systems to market their COVID-19 safety, according to The New York Times. These are among today’s must reads from around the commercial real estate industry.
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Goldman Names Mallory, Flynn to Run Private Wealth Management
John Mallory is currently head of Americas Private Wealth Management, while Meena Flynn leads the Global Markets Solutions Group.
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The Apartment Amenity Race Adapts to COVID-19
Multifamily buildings with the right mix of features for attracting renters could deliver the most appetizing returns for investors.
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2020 Year-End Estate Planning: Planning in a Time of Uncertainty
This unsettled environment will reward sophisticated, flexible and proactive estate planning.
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Wealthies Circle Podcast: Fidelity's Digital Solutions
Fidelity Institutional's Lisa Burns introduces the firm’s technological integration system available for financial professionals.
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FINRA Postpones In-Person Hearings to End of February
The regulatory agency originally planned to resume arbitration and mediation proceedings at the end of January, but they can now proceed only via Zoom or teleconferencing.
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Advisor’s Fintech Competition Spawns New University Track
Advisor Mac Gardner created a fintech competition to help with his financial literacy app, inspiring a new technology track in the financial planning curriculum at the University of South Florida.
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Should a Life Settlement be on Your Client’s Year-End Planning List?
Capital gains rates will likely rise in 2021, making this option less attractive unless completed before year end.
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Institutional Investors Show Increased Interest in Suburban Office Assets
The possibility of higher levered returns is driving investor interest in class-A suburban office assets.
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Michael Kitces' #FASuccess Podcast: How to Build Your Business at Brunch with Pam Capalad
Pam Capalad's Brunch & Budget business is just that -- she meets prospects for brunch to talk about budgeting and other cash flow planning issues. She's been able to turn that into ongoing financial coaching relationships.
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KKR Nears $800 Million Warehouse Deal with E-Commerce Booming
The portfolio transaction would include roughly 100 properties in markets including Atlanta, Chicago, Dallas and Baltimore.
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