News

UBS taps Americas President Naureen Hassan to lead digital wealth teams

Blackstone’s $69 billion real estate fund hits redemption limit

The firm's announcement that it will limit redemptions from the fund sent its stock falling as much as 10%.

BlackRock blindsided by Florida’s decision to pull $2 billion in anti-ESG move

The asset manager wasn’t aware of the decision until reading about it in a statement from Florida Chief Financial Officer Jimmy Patronis.

401(k) Real Talk Episode 43: December 2, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

J.P. Morgan Wealth Management's New Path To 62M Chase Customers

Wealth Plan, with its "Work with an advisor" icon, is now available for free on the Chase Mobile app and the bank's website.

5 year-end tax moves to make for clients now

Want to understand what makes your clients tick? Elements says pick a card, any card.

How Eight Firms Are Investing in a Changing CRE Environment

As interest rates continue to rise and economic forecasts remain murky, what are commercial real estate investors doing to raise capital and reach their desired returns?

Mercer buys $5B RIA as growth morphs across industry

Following FTX debacle, commodity regulator pushes for big role overseeing crypto

Sanctuary must pay $2M to resolve messy management transition

EP Wealth Advisors Acquires Warren Financial Services & Associates

EP Wealth picks up its second East Coast firm, adding $274M in assets.

Fossil fuel funds may outperform ESG for now, but not in long run, experts say

Experts participating in the InvestmentNews ESG Summit assert that using ESG factors provides better insight on potential return.

David Bonderman’s Family Office Is Opening Up to World’s Rich

Wildcat Capital is looking to raise a fund of about $500 million with contributions from a small group of wealthy individuals and other family offices.

SIFMA Head Sees 'Urgent Role' for Regulators in Crypto Oversight

CEO Ken Bentsen’s comments came during the organization’s 'state of the industry' presentation, with FTX’s recent collapse underscoring the need for stronger supervision of the space.

Naureen Hassan to oversee UBS Americas’ digital-focused teams

The groups that Hassan will take responsibility for were previously part of the global wealth-management operation.

11 Must Reads for the CRE Industry Today (Dec. 2, 2022)

Malls are changing more than ever, according to a reit.com’s interview with CBL CEO Stephen Leibovitz. Americans for Tax Reform argues why the carried interest loophole is a fallacy. These are among today’s must reads from around the commercial real estate industry.

Bringing ESG investing to clients is often more art than science

Experts say advisers who are introducing clients to ESG investing must start with flexibility and an open mind.

How to keep elderly clients safe from scams this holiday season

There are many ways financial advisers can protect elderly clients from financial abuse. The first trick is to spot it.

Jack Snyder and Robert Hickey on Opportunities in Public and Private Credit

First Eagle Investments’ Jack Snyder, National Sales Manager, Wirehouse & RIA Channel & Head of Retail Alternatives, and Robert Hickey, Senior Managing Director talk about expanding opportunities to invest in alternative credit markets.