City of London to Get Another New Skyscraper in Bet on Offices
The 30-story tower is one of the largest new developments proposed in the city’s financial district since the start of the pandemic.
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UBS Plans $4.5 Billion Buyback After Wealth Management Surge
UBS finished off the year strongly, with fourth-quarter net income of $1.7 billion that beat analyst estimates.
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Dot-com Era Stock Valuations Bring Bubble Fears to ESG Funds
ESG funds may underperform if investors move away from overvalued stocks, especially the technology and clean energy shares that fueled the 2020 rally.
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Hightower Acquires Stake in $830M RIA Siller & Cohen
Hightower's investment in Westchester-based Siller & Cohen Family Wealth Advisors is its third transaction of 2021. Hightower CEO Bob Oros says the pandemic was a wake-up call for many RIA founders, and expects more deals to come.
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Fidelity Melds Research and Tech Into New ESG Advisor Tool
Fidelity is launching a new ESG-focused custodian-agnostic tool for advisors.
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10 Retailers That Paid the Most and the Least Rent in 2020
Supermarkets, drugstores and bank branches have been the most reliable retail tenants through the pandemic.
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CI Financial to Acquire $23B Segall Bryant & Hamill
CI's deal to acquire Segall Bryant & Hamill, a Chicago-based investment and wealth manager, would be its largest yet.
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Direct or Personalized Indexing: Not Just for Passive Investing
Direct indexing can improve after-tax returns of certain active strategies, not just passive ones.
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Thanks, Robinhood, but These Traders Now Want Professional Help
Even day traders and people who prefer set-and-forget index fund investments have come to realize that there’s a lot more components involved in building wealth.
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Hotelier Burned in Financial Crisis Loses Again in Pandemic Bust
Columbia Sussex Group is in foreclosure on three hotels and is prepared to surrender two others to the lender.
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10 Must Reads for the CRE Industry Today (Jan. 26, 2021)
Roughly 18 percent of U.S. renters are now behind on their payments, reports CNBC. The Fed confronts the challenge of possible inflation spike after the pandemic, according to Reuters. These are among today’s must reads from around the commercial real estate industry.
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Mercer Fetches First Iowa Firm
Marrs Wealth Management of Ames, Iowa, joined the Mercer platform for its succession planning and back office support.
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HELP! A Simple Framework to Get Better Email Engagement
For advisors focused on growth through marketing in 2021, email matters a great deal.
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It's 2021 and In-Person Conferences Are Back
Here's a running list of wealth management events and conferences planning in-person activities in 2021.
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Rent’s Due and No Revenue: U.K. Businesses Teetering in Lockdown
One lobby group estimates 250,000 small firms are at risk of going bust.
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Shorter Leases are Adding a Wrinkle to Underwriting Office Investments
In addition to the pandemic, some blame the rise of co-working space and growing tenant demand for greater flexibility for driving shorter lease terms.
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WMRE's Common Area: Why Single Family Rentals Are on the Rise
David Howard, executive director of the National Rental Home Council, comes on the podcast to discuss how the single-family rental market has evolved and why the space has thrived amid the pandemic.
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Amid the Crises in 2020, DAFs Continued to Expand
Donors made large grants in the spring and summer to support both their favorite charities and those that addressed critical needs.
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Five Traits Social Justice Investors Look for in a Financial Advisor
Armed with information and generally more socially-conscious than previous generations, many of today’s investors are searching for financial advisors who can execute their vision.
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Libor Is Still a Big Problem, But At Least It’s Getting Smaller
Focus is zeroing in when various Libor rates will expire.
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