2020 Has Been a Helluva Year
What have you learned and what will you take forward with you into 2021?
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Pulse360's Quest: Make Advisors 50% More Productive
Pulse360 has introduced a task automation feature directly linking email, CRM and overall office productivity improvement.
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17 Books About CRE to Put on Your Reading List
From Stephen A. Schwarzman’s What It Takes to Vicky Ward’s The Liars Ball, here are 17 of the more prominent books about commercial real estate.
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FINRA Seeks Firms' Feedback on COVID-19
The regulatory agency is looking to see if it should change its rules and operations to better address challenges faced during the pandemic.
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Merchant Buys Minority Stake in Miracle Mile
Merchant has made another minority investment—this time in Miracle Mile, a Los Angeles–based RIA firm with $2 billion in assets.
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Consumer Advocates Call on Biden to Delay DOL's Fiduciary Rule
The Labor Department's final rule creating an exemption for fiduciaries on certain prohibited transactions under ERISA will go into effect after the start of the new administration.
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The New SPAC in Town
While the SPAC structure is appealing, RIA sellers often focus more on who the partner is going to be, what they bring to the table and who the peer group is. With a SPAC, a lot of those are unknown.
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The New SPAC in Town
While the SPAC structure is appealing, RIA sellers often focus more on who the partner is going to be, what they bring to the table and who the peer group is. With a SPAC, a lot of those are unknown.
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Will a Wealth Management SPAC Succeed?
While the structure is appealing, RIA sellers often focus more on who the partner is going to be and what they bring to the table in terms of peer groups and resources. With a SPAC, a lot of those are unknown.
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13 Must Reads for the CRE Industry Today (Dec. 17, 2020)
The Commerce Department reported that retail sales fell a seasonally adjusted 1.1 percent in November and October sales were revised down to a decline of 0.1 percent. Bisnow analyzed whether or not the news of recent corporate moves to Miami are harbingers of a larger trend. These are among today’s must reads from around the commercial real estate industry.
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13 Must Reads for the CRE Industry Today (Dec. 17, 2020)
The Commerce Department reported that retail sales fell a seasonally adjusted 1.1 percent in November and October sales were revised down to a decline of 0.1 percent. Bisnow analyzed whether or not the news of recent corporate moves to Miami are harbingers of a larger trend. These are among today’s must reads from around the commercial real estate industry.
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An Introduction to Social Justice Investing
The universe of social justice investments is quickly evolving from nascency to increased interest from mainstream investors as evidenced by the recent launch of the Adasina Social Justice All Cap Global ETF (JSTC).
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An Introduction to Social Justice Investing
The universe of social justice investments is quickly evolving from nascency to increased interest from mainstream investors as evidenced by the recent launch of the Adasina Social Justice All Cap Global ETF (JSTC).
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Vise Raises $45M in Series B, Adds Second Sequoia Board Member
Vise has raised more than $60 million in funding this year, as it builds its team and begins adding clients.
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Don’t Skimp on Notice to Beneficiaries
Ensure that probate orders remain enforceable in perpetuity.
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Don’t Skimp on Notice to Beneficiaries
Ensure that probate orders remain enforceable in perpetuity.
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Massachusetts Court Rules on Interstate Effects of QTIP Election
Deems a transfer occurred on taxpayer’s death.
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Massachusetts Court Rules on Interstate Effects of QTIP Election
Deems a transfer occurred on taxpayer’s death.
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The Top 10 Pieces of Art Sold at Auction in 2020
The top 10 lots pulled in an encouraging $408 million.
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The Top 10 Pieces of Art Sold at Auction in 2020
The top 10 lots pulled in an encouraging $408 million.
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