Warburg Pincus Returns to Edelman Financial Engines
The recapitalization values Edelman at $7.3 billion, and brings Warburg Pincus' Michael Martin back to the firm as a minority shareholder.
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When These Advisors Hire Talent, Zoom Isn’t Enough
Hiring and managing remote employees requires new initiatives and ingenuity, according to these firm principals.
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Where to Find the Greatest Upside in the Booming Build-to-Rent Sector
Build-to-rent was a burgeoning sector even before the pandemic. But where to find the best opportunities?
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Apartment Developers and Lenders Rush Forward
Builders are increasing the pace of multifamily development and financing remains available on attractive terms from a multitude of capital providers.
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UBS Poaches $750 Million Ohio-Based Team From Merrill Lynch
The team, which specializes in working with corporate executives and families, will be known as "Executive Wealth Partners."
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JPMorgan to Bring Summer Interns Into New York, London Offices
It’s the latest sign of the financial industry’s eagerness to pull back from the work-from-home era.
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Credit Suisse Weighs Asset Management Split From Wealth Unit
CEO Thomas Gottstein said having asset management as a sub-division of the much larger business catering to wealth and high net-worth individuals is “something that I always had some doubts about.”
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Tapping Day-Trader Cash, ETF Launches Go From Risky to Roaring
According to a new study, financial advisers and fund managers are looking for a new ETF to have least $100 million in assets before investing in it.
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Wall Street Steps Up Crypto ETF Push With SEC Verdict Unknowable
At least four firms now have live applications for an exchange-traded fund tracking Bitcoin, with WisdomTree Investments joining their ranks late last week.
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Scorned 60/40 Model Finds Allies in Biggest Test Since 2016
Even though portfolios based around 60/40 performed in 2020, that hasn't silenced calls to rethink or abandon the strategy.
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Canada's CI Financial Buys 16th U.S. RIA
The acquisition of Atlanta-based Brightworth pushes CI Financial's U.S. AUM to $55 billion.
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Sanctuary Wealth Makes Push for Latin American Market
Sanctuary Global will work with international investors and operate out of a new office in Miami.
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Nine Must Reads for the CRE Industry Today (March 16, 2021)
Blackstone and Starwood are buying Extended Stay America in a $6 billion deal, reports CNN Business. Colleges are looking at coming back to a normal schedule in the fall, according to the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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The Housing Boom That Never Ends Already Wiped Out All the Short-Sellers
Some in Canada are starting to ask the question: What if the bubble doesn’t pop? What if housing prices just keeping going up?
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Eight Scenic Remote Working Setups For Advisors
No longer tied to an office, these advisors decided to take in new scenery during the pandemic.
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Nine Scenic Remote Working Setups for Advisors
No longer tied to an office, these advisors decided to take in new scenery during the pandemic.
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CEOs Become Vaccine Activists as Back-to-Office Push Grows
Some CEOs are offering incentives for workers to get vaccinated to facilitate a return to the office.
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Q&A: Crenshaw Says SEC to Assess Reg BI Performance
SEC staff continue to incorporate Reg BI compliance into its examination and enforcement processes; Commissioner Caroline Crenshaw believes this data will illuminate whether the rule is working as promised, or whether changes may be required.
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Pittsburgh-Based Firm With $440 Million in Assets Joins LPL
The Monteverde Group joins the independent broker/dealer and custodian from Royal Alliance, part of Advisor Group's broker/dealer network.
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When SPACs and Carried Interest Collide
Advisors will have to consider more bespoke structures when attempting to reconcile these powerful techniques in a single plan.
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