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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Larry King’s Handwritten Will Throws Estranged Wife a Curveball
Can the holographic will Larry King wrote in October 2019 that omits his wife, Shawn King, supersede his original estate plan?
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Merrill Loses $1.2B AUM Firm to Dynasty
Principals of Merrill’s Liebman Marks Groups have launched Amplius Wealth Advisors, joining the Dynasty Financial Partners network.
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How to Strengthen Client Loyalty with Bill Pay
Bill pay makes high net worth clients happier—and stickier.
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10 U.S. Counties at Greatest Risk of SFR Loan Defaults
RealtyTrac looks at 10 U.S. counties that are at high risk of defaults among their single-family rental properties.
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13 Must Reads for the CRE Industry Today (March 3, 2021)
An infrastructure bill is likely to cause challenges for President Biden, according to The New York Times. The Wall Street Journal looks at a company that tries to turn home rental tenants into homeowners. These are among today’s must reads from around the commercial real estate industry.
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A New ETF Named BUZZ Wants to Ride the Reddit-Trading Revolution
Dave Portnoy, founder of Barstool Sports, promoted the VanEck Vectors Social Sentiment ETF on Twitter.
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First Mutual Fund to ETF Conversion Is Slated for Late March
Guinness Atkinson Asset Management expects to switch two of its mutual funds on March 26.
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Gary Gensler Lays Out Enforcement Priorities at Senate Hearing
President Joe Biden's SEC chair nominee testified before the Senate banking committee on issues, including climate risk disclosures, no-fee trading platforms and 'regulation by enforcement.'
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Paper Source Sets Sale to Apollo-Backed Lender in Bankruptcy
The retailer intends to hand control of the business to an affiliate of MidCap Financial.
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Wealth Tax Targets Inequality Worsened by Pandemic, Jayapal Says
The Ultra-Millionaire Tax Act would generate $3 trillion over the next 10 years, U.S. Rep. Pramila Jayapal says.
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Are Advisors Really Doing Something About Diversity?
The road to real change in advisory firms calls for a full-court commitment. A small number of RIAs are moving past lip service.
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