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Senior Housing Residency Keeps Falling Despite Vaccine Roll-Out

Residency at assisted and independent living facilities fell to 78.8 percent in the first quarter of 2021, reports NIC.

Advisers managing $686 million affiliate with Raymond James

OSJ Boston Harbor adds two indie teams, as well as advisers from Morgan Stanley and Merrill Lynch.

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What the pandemic taught us about helping clients navigate shocks

A recent academic paper argues that large shocks like the pandemic undermine feelings of financial security. This raises the question of what financial planners can learn from the pandemic to help their clients better prepare for the next shock.

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What investors should know about the sustainability revolution

The impact of addressing sustainable issues, from climate change to racial and social justice, has become a compelling investment case and, just as important, not factoring in these issues represents an investment risk.

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What Does Your Future Hold?

4 Ways Advanced Professional Designations Help Drive Business Growth

SEC to Wall Street: SPACs aren’t a way around securities laws

Claims that promoters face less legal liability than a traditional public offering are “uncertain at best,” a top SEC official said in a statement.

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Goldman secrecy on harassment claims faces challenge

Goldman faces a vote at its annual meeting later this month on whether it should publish a report on how its mandatory-arbitration policy impacts employees and workplace culture.

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INmail: Delaying Social Security protects the younger spouse

To maximize benefits over the couple’s joint lifetimes, claiming her Social Security benefits early will likely result in the largest payout.

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iCapital At The Masters, Addepar's New President and Plaid's Lofty Valuation

It's been a busy springtime in the world of fintech, just ask iCapital Network, Addepar and Plaid.

iCapital At The Masters, Addepar's New President and Plaid's Lofty Valuation

It's been a busy springtime in the world of fintech, just ask iCapital Network, Addepar and Plaid.

iCapital At The Masters, Addepar's New President and Plaid's Lofty Valuation

It's been a busy springtime in the world of fintech, just ask iCapital Network, Addepar and Plaid.

Nine Must Reads for the CRE Industry Today (Apr. 9, 2021)

President Biden plans to ease the affordable housing shortage by pushing local governments to change zoning regulations, reports Reuters. U.S. schools are expected to be fully open for in-person instruction by September, according to new comments by CDC director Rochelle Walensky. These are among today’s must reads from around the commercial real estate industry.

Nine Must Reads for the CRE Industry Today (Apr. 9, 2021)

President Biden plans to ease the affordable housing shortage by pushing local governments to change zoning regulations, reports Reuters. U.S. schools are expected to be fully open for in-person instruction by September, according to new comments by CDC director Rochelle Walensky. These are among today’s must reads from around the commercial real estate industry.

Nine Must Reads for the CRE Industry Today (Apr. 9, 2021)

President Biden plans to ease the affordable housing shortage by pushing local governments to change zoning regulations, reports Reuters. U.S. schools are expected to be fully open for in-person instruction by September, according to new comments by CDC director Rochelle Walensky. These are among today’s must reads from around the commercial real estate industry.

Another Wells Fargo Team Heads to Snowden Lane for Non-U.S. Biz

Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book.

Another Wells Fargo Team Heads to Snowden Lane for Non-U.S. Biz

Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book.

Another Wells Fargo Team Heads to Snowden Lane for Non-U.S. Biz

Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book.

Envestnet acquires fintech Harvest Savings

Envestnet now owns Harvest's technology, including its automated micro-savings and digital account opening tools.

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CMO Berta Aldrich Departs Private Advisor Group

Aldrich is the latest in a string of high-profile marketing officers in the advisory space to leave their firms over the past few months.

CMO Berta Aldrich Departs Private Advisor Group

Aldrich is the latest in a string of high-profile marketing officers in the advisory space to leave their firms over the past few months.