Benefits of Donating Real Estate to Charity
A tax-smart approach to maximize your philanthropic impact.
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Benefits of Donating Real Estate to Charity
A tax-smart approach to maximize your philanthropic impact.
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The Pandemic Is a Year Old. Here's the Best (and Worst) of Advisor Tech
Advisors on the technology that really stood out during the COVID-19 crisis, and the tools that fell flat.
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Biden's DOL Will Not Enforce Trump-era ESG Rule
The Department of Labor also announced it would not enforce a rule concerning proxy voting, saying they'd heard from stakeholders that the rules had a "chilling effect on appropriate integration of ESG factors in investment decisions."
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Biden's DOL Will Not Enforce Trump-era ESG Rule
The Department of Labor also announced it would not enforce a rule concerning proxy voting, saying they'd heard from stakeholders that the rules had a "chilling effect on appropriate integration of ESG factors in investment decisions."
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City of London Firms Restart Office Moves After Covid Pause
AllianceBernstein, Mondrian Investment Partners moving ahead with plans to sign new leases for office space in city center.
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City of London Firms Restart Office Moves After Covid Pause
AllianceBernstein, Mondrian Investment Partners moving ahead with plans to sign new leases for office space in city center.
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Some Retailers Are Opening New Stores. But Who Are They and What Do They Ask For?
There are retail tenants out there looking to expand by taking advantage of rent discounts and favorable lease structures.
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Some Retailers Are Opening New Stores. But Who Are They and What Do They Ask For?
There are retail tenants out there looking to expand by taking advantage of rent discounts and favorable lease structures.
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Scrivener’s Errors Cause Havoc in Estate Plan
PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption.
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France is About to Take Apart Brussels IV
If adopted as is, the proposed bill would call into question many French-American estate-planning strategies.
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Just Give Me Money, Honey
What advisors can learn from aging rockers cashing out their music catalogs.
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Hilton Grand Vacations to Acquire Apollo’s Diamond Resorts
The stock deal will have an equity value of about $1.4 billion.
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Investors Demand Top Notch Tech, Former CEO Joins Invent.us
Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard.
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Managing Personnel During the Pandemic
WealthHarbor Capital Group’s Brandon Grandbouche and CBIZ Retirement Plan Services’ Stan Milovancev discuss how their firms are handling hiring and managing staff amid COVID-19’s disruptions.
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The Do's and Don’ts of Male Allyship
Not only is it the right thing to do, but it’s also an opportunity for you and your organization.
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Cetera Buys RIA MAGIS Financial Partners
Cetera Advisors gets into the M&A game with its first acquisition of an RIA firm.
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Seven Must Reads for the CRE Industry Today (March 10, 2021)
More than 80 percent of U.S. apartment households made a full or partial rent payment for March so far, reports NMHC. The New York Times looks at how basketball star LeBron James has invested in community development. These are among today’s must reads from around the commercial real estate industry.
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FAFSA Changes Target Divorcees and Extended Family
The formula will change for families filling out the form beginning Oct. 1, 2022.
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U.S. Small Businesses Slightly More Optimistic in February
The National Federation of Independent Business index of sentiment increased by 0.8 points to 95.8.
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