Celebrity Estates: Larry King's Holographic Will
A handwritten will and eight marriages are the stuff that estate fights are made of.
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Investcorp Is Said to Raise $1 Billion for North American Deals
The fund will focus on investing in areas including technology and data companies, along with supply chain and industrial services.
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Good Economic News Is Becoming a Double-Edged Sword for Markets
Improving data and the imminent passing of the second-biggest stimulus program in U.S. history has turned optimism about a recovery into fears of an overheating economy.
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Eight Must Reads for the CRE Industry (March 8, 2021)
The $1.9 trillion rescue bill that Congress is due to approve this week includes $86 billion to help support multiemployer pension plans, reports the New York Times. California has cleared theme parks and sports venues to reopen at reduced capacity in April, according to Vulture. These are among today’s must reads from around the commercial real estate industry.
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Is CBRE’s Investment in Industrious a Sign of Where Things Are Headed in the Office Sector?
Unlike other co-working operators, Industrious focuses on private offices and management agreements with landlords.
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Wealth Management’s Week in M&A
A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March.
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Commissioner Peirce Says SEC Must Play Part in Any ESG Enforcement 'Sea Change'
SEC Commissioner Hester Peirce says the agency should put out more guidance before taking enforcement action on ESG and climate risk disclosure issues.
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Commonwealth Taps Karen McColl to Integrate Products, Services
Commonwealth's new SVP is charged with remodeling platform access to products and services for advisors around advanced planning, annuities, investments and retirement planning.
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SEC Ad Rule To Take Effect in May
After some doubt, the SEC's final rule allowing client testimonials will go into effect May 4. "I’m sure there’ll be people who want to press it and hit the gas pedal."
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Five Questions to Ask Clients Before Creating a Family Office
A nuanced combination of factors goes into this decision.
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Rich Americans Got Richer as Pandemic Unfolded, Pew Study Shows
About 40% of upper-income adults in the U.S. said their financial situation improved in the past year, compared to one-third of lower income counterparts who said their finances worsened.
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Cathie Wood’s Ark ETFs Are in Freefall as Tech Selloff Resumes
Ark has been caught up in the broad tech selloff as rising bond yields make investors cautious about expensive parts of the stock market.
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Seven Must Reads for the CRE Industry Today (March 6, 2021)
Burlington Stores and Saks Fifth Avenue each announced changes to their retail strategies. Commercial Observer looks at whether recent scandals surrounding New York Gov. Andrew Cuomo have implications for real estate. These are among today’s must reads from around the commercial real estate industry.
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Meghan McCartan Takes Top Marketing Role at Hightower
The new head of marketing has taken over the responsibilities of former boss Abby Salameh, with plans to bring the growing marketing and advisor engagement teams closer together.
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Manhattan’s Real Estate Agents Take Up TikTok to Find Renters
New York real estate professionals are turning to the social media app to find tenants.
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How ESG Are You, Really?
Until the industry adopts standard metrics for ESG investing, only customization and transparent communication and disclosures will help these strategies fulfill their promise to investors.
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AssetMark Seeks To Compete On Broader Stage With Latest Moves
The turnkey asset management platform is looking more like a diversified wealthtech provider, having added services for planners and RIAs.
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Fund News Advisors Can Use: Dave Portnoy Promotes New ETF That Follows Social Sentiment
This week in fund news, VanEck's BUZZ goes live with Portnoy's backing; mutual fund-to-ETF conversions are coming; and Avantis hires more DFA execs.
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SEC Creates New ESG Enforcement Task Force
It is the latest in a string of initiatives from the commission focused on climate risk, and some commissioners argued it would be 'prudent' to wait for the results of other ESG-related reviews.
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Seven Must Reads for the CRE Industry Today (March 5, 2021)
Heavily shorted Tanger Factory Outlet Centers stock briefly surged 20 percent on Thursday before retreating, reports CNBC. CoStar Group has withdrawn its bid to acquire CoreLogic. These are among today’s must reads from around the commercial real estate industry.
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