The Stephen and Kevin Show: Podcasting Best Practices for Financial Advisors
Kevin Nichols talks with Jason Pereira about the benefits of podcasting for financial advisors.
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Mindy Diamond on Independence: Key Insights from the Fidelity Advisor Movement Study
Louis Diamond talks with Scott Gorham, vice president of competitive intelligence at Fidelity Institutional, about advisor movement within and across industry channels.
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Publicly-Traded REITs Posted Gains in February
Vaccine-fueled optimism is driving recoveries in some of the hardest hit property sectors.
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David Booth’s DFA Starts Clock on Landmark $26 Billion ETF Shift
DFA will turn four equity funds into ETFs “on or about” June 11.
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The 20 ETFs that Posted the Largest Inflows in the Past Month
Over the past 30 days, these funds gained the most money.
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Wells Fargo Retreat From Non-U.S. Biz Prompts Miami Advisor to Snowden Lane
Snowden Lane looks to bring on more advisors fleeing firms that put restrictions on international clients.
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Tax Changes Are Coming
The combined importance of tax and investment planning is our opening to reinforce the value of what we do for wealthy clients.
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SEC to Place More Focus on Climate Risks in 2021 Exam Priorities
The SEC's Division of Examinations will also be looking to see how firms are meeting the compliance demands for Regulation Best Interest.
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10 Must Reads for the CRE Industry (March 4, 2021)
Declining property values, and the resulting drop in taxes, are threatening to blow a hole in state and local budgets, reports the New York Times. Sands is selling its Las Vegas properties in a $6.3 billion deal, according to the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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What Is Fat-Tail Risk and What Does It Mean to Investors?
In an era in which “black swan” events seem to be happening more frequently, investors and portfolio managers cannot ignore the fat tail of the market.
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New York Warns Hedge Funds: Pay Taxes ‘Like Everybody Else’
New York officials charged a $105 million find to hedge fund Sandell Asset Management for faking a move to Florida.
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Envestnet Hints At New Healthcare 'Offering' And Deeper Estate Planning
The wealthtech firm will be spending an additional $30 million over the next year as it brings its latest features and integrations to market.
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Opendoor Moves Beyond Home-Flipping in Move to Back Cash Buyers
The company is working with prospective buyers to make no-contingency cash offers that often win out over similarly priced bids.
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"Roaring Kitty" Loses FINRA License
Keith Gill, who became a central figure in the 'Reddit rebellion' and rise of GameStop shares in January, worked with MML Investors Securities, a broker/dealer subsidiary of MassMutual.
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'Roaring Kitty' Loses FINRA License
Keith Gill, who became a central figure in the 'Reddit rebellion' and rise of GameStop shares in January, worked with MML Investors Services, a broker/dealer subsidiary of MassMutual.
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Nuveen's Bob Doll to Retire
Nuveen is losing its chief equity strategist, Bob Doll, known for his bullish outlook and annual list of 10 market predictions, this month.
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Four Keys to Better Client Communication
By thinking like designers, advisors can learn to more effectively communicate with their clients.
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IRS Updates No-Ruling Areas for 2021
Several new topics were added in the area of incomplete non-grantor trusts.
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Abacus Wealth Partners, Robasciotti & Philipson Merge to Create $3.8B RIA
The move will allow Robasciotti & Philipson’s co-founders to focus on growing their social justice investing firm, Adasina Social Capital.
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