Wave of Capital Vies for Shrinking Pool of Distressed Assets
With a recovery coming sooner than many anticipated, there may be more capital chasing distressed assets than viable opportunities.
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Property Fund with No Property Stokes Anger at Commerzbank
A law firm is trying to attract more investors for a campaign against the CS Euroreal fund, which sold off its final two properties in 2019.
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Five 2021 Tax Filing Tips for Clients
Because of the pandemic, this year's tax returns will be more complex than ever for many Americans.
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IRS Extends Health, Retirement Contribution Deadline to May 17
The new due date for 2020 contributions applies to both traditional IRAs and Roth IRAs, as well as health savings accounts, Archer medical savings accounts (Archer MSAs) and Coverdell education savings accounts (Coverdell ESAs).
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Captrust Names Head of Wealth Management Group
Eddie Welch, who will take over the company's WM business, was the co-founder and CEO of the Ala.-based RIA Welch Hornsby, which was added to Captrust last October.
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Court Deems Nonjudicial Settlement Violates Trust
Siblings' agreement ran afoul of the spendthrift protections of their father's trust.
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Cathie Wood Tests Appetite for Ark With Launch of Space ETF
The actively managed ARK Space Exploration ETF (ARKX) tracks U.S. and global companies engaged in space exploration and innovation
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History Made as First Mutual Fund Converts Into an ETF
Guinness Atkinson Funds announced it had converted two of its mutual funds into the SmartETFs Dividend Builder (DIVS) and SmartETFs Asia Pacific Dividend Builder (ADIV).
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Soft Preferred (Equity) to The Rescue
Current market conditions create a rare opportunity for deployment of preferred equity as a form of short-term recapitalization of commercial real estate assets.
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Creating Stickiness with High-Net-Worth Clients
What makes a high net worth client “stick” to you like glue?
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Arizona Rubber Stamps Trajan Wealth’s Ownership of Law Firm
The new "hybrid firm" is the latest in the growing trend towards states opening up law firm ownership to non-lawyers.
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Trump Attacks Niece Mary’s Estate-Fraud Claims as Too Late
Mary Trump sued in September claiming her aunt and two uncles conspired for decades to skim tens of millions of dollars off her inheritance after her father and then her grandfather died.
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Seven Must Reads for the CRE Industry Today (March 30, 2021)
The federal eviction moratorium has been extended through the end of June, reports the Associated Press. The New York Times looks at how indoor concert venues in Europe are testing reopening. These are among today’s must reads from around the commercial real estate industry.
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Is a Private Family Trust Company Right for Your Client?
Here are the regulatory and operations provisions to be aware of.
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Merrill Lynch Launches On Demand Personalized, Data-Rich Client Videos
Narrated by Bank of America's digital assistant Erica, the interactive reports pull from technology released in August.
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Merrill Lynch Launches On-Demand Personalized, Data-Rich Client Videos
Narrated by Bank of America's digital assistant, Erica, the interactive reports pull from technology released in August.
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Property Tech Startup Knock Hires Goldman Sachs to Go Public
The company is considering a plan to raise $400 to $500 million through an IPO.
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Financial Planner Who 'Lied Through His Teeth' During Trial Gets 17+ Year Prison Sentence
The judge overseeing the sentencing of Anthony Diaz said he showed little remorse during his Jan. 2020 jury trial.
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Advising Women Must Start with Confidence and Transparency
Education is a key component to helping women invest.
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Self-Storage Sector Continues to Deliver for Investors
A strong run throughout the pandemic and stable fundamentals continue to make the sector a popular draw for many types of real estate investors.
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