Envestnet Acquires Apprise Labs' Estate Planning Tech
Envestnet finalized the purchase of Edmond Walters' estate and legacy planning technology, rolling it into MoneyGuide and exiting the joint venture.
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Restaurateurs with Cash Are Ready to Seize the Post-COVID Moment
Cash-strapped landlords are offering more concessions than ever, while vaccines offer the promise of a normal life.
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Five Must Reads for the CRE Industry Today (March 17, 2021)
The U.S. hotel industry is slowly coming back from its worst year, reports the Wall Street Journal. New York City is likely to see the come back of outdoor performances this summer, according to The New York Times. These are among today’s must reads from around the commercial real estate industry.
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Warburg Pincus Returns to Edelman Financial Engines
The recapitalization values Edelman at $7.3 billion, and brings Warburg Pincus' Michael Martin back to the firm as a minority shareholder.
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When These Advisors Hire Talent, Zoom Isn’t Enough
Hiring and managing remote employees requires new initiatives and ingenuity, according to these firm principals.
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Where to Find the Greatest Upside in the Booming Build-to-Rent Sector
Build-to-rent was a burgeoning sector even before the pandemic. But where to find the best opportunities?
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Apartment Developers and Lenders Rush Forward
Builders are increasing the pace of multifamily development and financing remains available on attractive terms from a multitude of capital providers.
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UBS Poaches $750 Million Ohio-Based Team From Merrill Lynch
The team, which specializes in working with corporate executives and families, will be known as "Executive Wealth Partners."
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JPMorgan to Bring Summer Interns Into New York, London Offices
It’s the latest sign of the financial industry’s eagerness to pull back from the work-from-home era.
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Credit Suisse Weighs Asset Management Split From Wealth Unit
CEO Thomas Gottstein said having asset management as a sub-division of the much larger business catering to wealth and high net-worth individuals is “something that I always had some doubts about.”
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Tapping Day-Trader Cash, ETF Launches Go From Risky to Roaring
According to a new study, financial advisers and fund managers are looking for a new ETF to have least $100 million in assets before investing in it.
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Wall Street Steps Up Crypto ETF Push With SEC Verdict Unknowable
At least four firms now have live applications for an exchange-traded fund tracking Bitcoin, with WisdomTree Investments joining their ranks late last week.
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Scorned 60/40 Model Finds Allies in Biggest Test Since 2016
Even though portfolios based around 60/40 performed in 2020, that hasn't silenced calls to rethink or abandon the strategy.
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Canada's CI Financial Buys 16th U.S. RIA
The acquisition of Atlanta-based Brightworth pushes CI Financial's U.S. AUM to $55 billion.
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Sanctuary Wealth Makes Push for Latin American Market
Sanctuary Global will work with international investors and operate out of a new office in Miami.
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Nine Must Reads for the CRE Industry Today (March 16, 2021)
Blackstone and Starwood are buying Extended Stay America in a $6 billion deal, reports CNN Business. Colleges are looking at coming back to a normal schedule in the fall, according to the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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The Housing Boom That Never Ends Already Wiped Out All the Short-Sellers
Some in Canada are starting to ask the question: What if the bubble doesn’t pop? What if housing prices just keeping going up?
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Eight Scenic Remote Working Setups For Advisors
No longer tied to an office, these advisors decided to take in new scenery during the pandemic.
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Nine Scenic Remote Working Setups for Advisors
No longer tied to an office, these advisors decided to take in new scenery during the pandemic.
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CEOs Become Vaccine Activists as Back-to-Office Push Grows
Some CEOs are offering incentives for workers to get vaccinated to facilitate a return to the office.
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