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11 Must Reads for the CRE Industry (Jan. 8, 2021)

Vacant Sears stores might become COVID-19 vaccination sites, reports the Wall Street Journal. Strapped for funds, New York State might legalize marijuana this year, according to The New York Times. These are among today’s must reads from around the commercial real estate industry.

PE-backed acquirers betting on billion-dollar merged services firms

The combination of wealth management with supporting sectors attracted investors to two major deals.

‘Rule of law prevailed’: Advisers confident after riots at US Capitol

Advisers were clearly distraught by the riots, but expressed faith in the future of the markets and democracy

The post ‘Rule of law prevailed’: Advisers confident after riots at US Capitol appeared first on InvestmentNews.

Maximizing Financial Dashboards to Leverage the KPIs and Metrics That Matter Most to Advisors

Thursday, January 28, 2021 | 2:00 PM Eastern Standard Time

Not your father’s marketing: Constructing a post-pandemic pipeline

The future of referrals won’t be driverless but it will be largely remote and fueled by pre-COVID fundamentals.

Break your clients of market prediction addiction

Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.

Allstate sued again over target-dates, managed accounts in 401(k)

The company was already targeted in another class-action case over the target-date series and managed account options in its plan

The post Allstate sued again over target-dates, managed accounts in 401(k) appeared first on InvestmentNews.

Publix Set to Begin Coronavirus Vaccinations in Florida

The supermarket chains will be administering the Moderna vaccine to customers aged 65 and older.

Publix Set to Begin Coronavirus Vaccinations in Florida

The supermarket chains will be administering the Moderna vaccine to customers aged 65 and older.

FINRA Postpones In-Person Arbitration, Mediation Until April 2

The agency has continued to push back the resumption of physical arbitration and mediation proceedings because of COVID-19, though hearings can be held via teleconferencing or Zoom.

FINRA Postpones In-Person Arbitration, Mediation Until April 2

The agency has continued to push back the resumption of physical arbitration and mediation proceedings because of COVID-19, though hearings can be held via teleconferencing or Zoom.

Janney reeled in 43 new advisors in 2020

The firm credited keeping its offices open during COVID-19 as a major selling point as FAs industrywide kept making moves and repapering their clients.

Blackstone Acquires Simply Self Storage for $1.2B

With the completion of this deal, BREIT is now the third largest non-listed self-storage operator in the country.

Blackstone Acquires Simply Self Storage for $1.2B

With the completion of this deal, BREIT is now the third largest non-listed self-storage operator in the country.

New Law Requires Disclosure of Beneficial Owners of Companies

There’s historically been no requirement to provide information to the federal government concerning the ownership of a company or other similar entity formed under local state law.

New Law Requires Disclosure of Beneficial Owners of Companies

There’s historically been no requirement to provide information to the federal government concerning the ownership of a company or other similar entity formed under local state law.

Planning, Risk Assessment And Investment Management As One

The time has come for goals-based financial planning technology to be more comprehensively interwoven with investment management.

Planning, Risk Assessment And Investment Management As One

The time has come for goals-based financial planning technology to be more comprehensively interwoven with investment management.

Driving progress during an unprecedented year

The challenges of the pandemic were magnified by the implementation of the SEC's Reg BI

The post Driving progress during an unprecedented year appeared first on InvestmentNews.

Wealthies Circle Podcast: Ric Edelman on Succession Planning in Wealth Management

Ric Edelman details the succession planning that financial advisors should be doing in order to keep up with the changing industry.