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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A Deep Dive into CommerzReal’s Investment Strategy
The subsidiary of Commerzbank remains bullish on office space despite uncertainty on the long-term questions about work-from-home trends.
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Smarsh Hires Execs, Acretrader Raises Capital, SEI Integrates IncomeConductor
Three bits of advisor technology news you may have missed over the past week.
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Questions From New RIA Owners About M&A: Part 2
Firms with similar business, client-care and investment philosophies are usually more amenable to negotiation and constructive compromise than firms with widely different views on these priorities.
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The Office Is Reserved for Creative Minds in Lego’s Covid Plan
Lego’s current staffing arrangement seems to have boosted morale.
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Biden Eyes First Major Tax Hike Since 1993 in Next Economic Plan
The White House is expected to propose a suite of tax increases, mostly mirroring Biden’s 2020 campaign proposals.
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Seven Must Reads for the CRE Industry Today (March 15, 2021)
The post pandemic recovery for restaurants is beginning, reports The Philadelphia Inquirer. The latest data from the NMHC shows that 75 percent of multifamily construction firms are reporting delays, according to GlobeSt.com. These are among today’s must reads from around the commercial real estate industry.
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Many Tenants Are Holding Off on Long-Term Decisions for Their Office Needs
A true return to the office looks likely to happen in September. But many tenants are still hesitating on long-term changes to their spaces.
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The Need for Consistent Consistency with UHNW Investors
Developing a strong set of values will often be what helps a brand remain respected over time.
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Wealth Management Deals of the Week
The mergers, acquisitions and advisor moves announced the week of March 8, 2021.
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USPS Delays and Life Insurance
The policy owner solely bears the responsibility for a lapsed policy.
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Fund Managers Press Companies to Address Women’s Job Losses
Impax reached out to companies ranging from Albertsons to Waste Management.
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