News

Why More Investors Are Seeking Office Buildings in Secondary Markets

Population growth, favorable tax environments and higher yields are driving more interest in secondary cities.

Will RIA and RPA worlds converge?

Though registered investment advisory firms could benefit from hunting for new clients at the DC plans they manage, will they begin to acquire retirement plan adviser firms?

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Cboe files to list Fidelity Bitcoin ETF

The exchange has proposed listing Fidelity's Wise Origin Bitcoin Trust, saying in its filing that concerns about potential manipulation of a Bitcoin ETF have been 'sufficiently mitigated.'

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Michael Kitces' #FASuccess Podcast: Paul Saganey on the Power of Referrals

Integrated Partners' Paul Saganey details how he’s generated hypergrowth for his firm through building strategic alliances with accountants.

Signs of inflation are roiling asset markets

The most-recent round of U.S. corporate earnings calls showed the word inflation was back in vogue, with its usage rising 800% from a year ago.

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Why Rising Inflation May Help Sustain Value’s Recovery

Robust growth thanks to further economic reopening, record government stimulus and increased consumption from post-pandemic demand may lead to inflation, which historically has been a tailwind for value stocks.

Soaring inflation likely to boost 2022 Social Security COLA

A senior advocacy group predicts benefits will rise 4.7% next year, based on the 0.8% increase in the April consumer price index.

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Women and Wealth: How Advisers Can Help Caregivers

One of life’s most challenging circumstances is caring for a loved one. Here’s how advisers can help female clients who are thrust into the role.

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RBC Wealth Management Recruits $1.6B Team from UBS

RBC add advisors specialized in the equine industry and socially responsible and ESG investing.

Great Valley Advisor Group Acquires U.S. Financial Advisors

The combination is the first of its size to use LPL’s new M&A Solutions, a suite of services to help advisors navigate mergers and acquisitions from start to finish, which went live earlier this year.

How online trading is driving investors to human advisers

Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.

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12 Must Reads for the CRE Industry Today (May 12, 2021)

AAA anticipates a 60 percent uptick in Memorial Day travel this year compared to 2020, reports The Associated Press. Macy’s plans to spend more than $230 million on improving the Herald Square area and it plans to bring in a new skyscraper above its flagship store, according to The Gothamist. These are among today’s must reads from around the commercial real estate industry.

Riskalyze tears into Orion’s HiddenLevers over predictive modeling

The risk management software provider lashed out at competitors HiddenLevers and RiXtrema for using predictive models that are 'wildly inaccurate.'

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Bid to protect farms from capital gains signals Democratic resistance to some tax hikes

President Biden likely will need to keep all Democrats on board to get his spending and related tax proposals through Congress.

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Advisers need focus on growth and relationships, especially now

Business development expert Robyn Crane believes financial advisers need to be taking advantage of this unique time.

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Value Investing Is a Winner From Tech Wreck on Wall Street

The Russell 1000 Value Index has jumped more than 1.3% this month while the Nasdaq has lost money.

SPAC Mania Gives Way to ‘Meh’ as ETFs Drop Toward All-Time Lows

Two of the biggest exchange-traded funds tracking the hundreds of special purpose acquisition companies that popped up over the past year are trading at or near all-time lows.

Why Bloomberg’s Top ETF Analyst Is More Optimistic Than Ever on a U.S. Bitcoin ETF

Although there are still concerns, the tide seems to be turning on a Bitcoin ETF.

Cboe Files to List Fidelity Bitcoin ETF Amid Regulatory Test

Cboe proposed Monday in a filing with the U.S. Securities and Exchange Commission to list Fidelity’s Wise Origin Bitcoin Trust.

Crypto Fraudsters Made a Big Bet on Dogecoin, New York Claims

The SEC and New York Attorney General Letitia James are suing Coinseed.