Court Sentences Texas Man to Five Years for Ponzi-like Scheme
Jose Anibal Linares defrauded investors out of about $2 million, according to the Justice Department.
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What the Permitted Use Clause Means Under COVID-19 Restrictions
While many commercial real estate insiders have focused on the force majeure clauses, there are other aspects of lease contracts that may come into play.
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Congress Expands Subpoena Power over Non-U.S. Financial Institutions
Offshore financial institutions now have greater exposure to potential U.S. investigations.
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Duran Says Goldman's PFM/Ayco Strategy Paying Off
Goldman Sachs’ Personal Financial Management business fills unmet gaps among Ayco’s corporate client employees.
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Strategic Planning Beyond the Pandemic
Three reports identify trends that will influence retirement plan consulting in the years ahead.
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Biden's Use of Fair Housing Act Could Open Doors for Development
Exclusive suburban areas can be held to account if their policies create places where housing is consistently too expensive for people protected by the law.
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Wells Fargo Sheds Its Asset Manager as Scharf Reshapes Bank
GTCR LLC and Reverence Capital Partners agreed to buy Wells Fargo Asset Management for $2.1 billion.
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SEC Obtains Final Judgment Against Advisor Who Defrauded Investors of Millions
Last November, James Booth was sentenced to 42 months in prison for conducting a Ponzi-like scheme on investors, and was ordered to pay nearly $5 million.
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Eight Must Reads for the CRE Industry Today (Feb. 23, 2021)
The Urban Land Institute looks at the debate over the future of offices. COVID-19 tests will be key to reopening events venues in New York City, reports the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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Bubble Warnings Go Unheeded as Everyone Is a Buyer in Stocks
Up 75% from March, the S&P 500’s gain dwarfs all previous bull markets at this stage of the cycle since the 1930s.
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Raging Success of First Bitcoin Fund Shows Who Leads ETF Market
The explosive debut of the Purpose Bitcoin ETF (BTCC) happened in Canada, known for being out front in ETF product development.
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Kohl’s Faces Activist Group Seeking Control of Board
The department store chain is pushing against a group that seeks to name nine of its board directors and chain its inventory strategy.
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Strengthen Client Loyalty in Times of Change: Why You Should Offer Bill Pay for Your High-Net-Worth Clients
Tuesday, March 23, 2021 | 2:00 PM ET
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New York’s Empty Nesters Stay Put, Adding to Home-Supply Crunch
Fewer baby boomers are looking to downsize, and that’s compounding an inventory crunch.
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FINRA Bars Former Wells Fargo Broker For Private Securities Transactions
The regulatory agency claimed Scott Wayne Reed failed to get approval from Wells Fargo when soliciting clients to invest in a software company he himself was invested in.
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WMRE's Common Area: What Automation Means for Logistics Real Estate
Melinda McLaughlin, Prologis’ vice president of research, comes on the show to dispel misconceptions about the increased adoption of technology in the logistics space.
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Six Areas Where Wealth Managers Can Transform Their Business This Year
The global coronavirus pandemic disrupted the financial advisory industry. Here’s what that means in 2021.
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New Cadre Private Equity Real Estate Fund Attempts to Tap Accredited Individual Investors
Cadre’s Direct Access Fund has launched in what has become a crowded pool of private equity real estate funds.
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Celebrity Estates: Chuck Berry, Tax Evasion and the Power of Advisory Teams
Chuck Berry amassed a sizable estate upon his death in 2017 at the age of 90, despite his conviction of tax evasion in 1979.
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Fintech Firm Apex Clearing Agrees to Go Public Via SPAC
Apex has more than 200 clients, including Stash, Firstrade Securities, Social Finance and Goldman Sachs' Marcus.
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