News

Giant LPL branch adds $285M team after deal to fold into firm

WMIQ: Firms Expect Growth, and More Jobs, in 2023

Latest research from WMIQ and Pershing highlights how financial advisory firms are building teams to meet their own expectations for growth in 2023, despite the economic and market head winds.

The 2023 Wealth Management M&A Outlook

A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.

Surprise! Your clients already have crypto, and here's what you need to do about it

Hightower Bellevue Merges With $350M RIA Sovereign Wealth Advisors

The merger represents Hightower’s seventh deal this year and third merger it has facilitated between firms.

How financial advisors can protect clients and themselves from crypto risk

An adviser who zooms in on OnlyFans stars

Jessica Goedtel is building an advisory practice where people who earn a living via online platforms like OnlyFans feel welcome.

Hightower Bellevue merges with local $350 million RIA

Sovereign Wealth Advisors has been providing wealth management and financial guidance across the Pacific Northwest for more than 30 years.

Nine Must Reads for the CRE Industry Today (Dec. 13, 2022)

Prologis executives are forecasting a significant drop in U.S. warehouse development. GlobeSt.com looks at the best cities for women in commercial real estate professions. These are among today’s must reads from around the commercial real estate industry.

FPA leader calls title protection top advocacy priority for years to come

The organization representing financial planners wants to obtain legal recognition of the profession, a process that could involve a long, winding road through state and federal legislatures.

How Academic Majors Can Impact College Acceptance Rates

Many colleges’ acceptance rates can vary significantly by academic major.

AdvisorFinder platform aims to put prospective clients in the driver’s seat

Entering the competitive space of client referral programs, AdvisorFinder faces the challenge of getting consumers to the site.

5 retirement planning resolutions for advisers in 2023

The new year presents an opportunity for advisers to encourage clients to focus on key retirement priorities.

Inflation, bear market means donors need to dig deep, says Morgan Stanley Foundation president

The president of the Morgan Stanley Foundation says the current uncertain economic environment is a challenge for many individuals and families, and of course for nonprofits as well.

Goldman’s Former Broad Street Tower Eyed for Housing Conversion

Fortress Investment Group and Metro Loft Management are nearing a deal to acquire a stake in the 30-story Financial District building, with plans to redevelop it into housing, according to people familiar with the matter.

Billionaire Chinese Developer Arrested Over U.S. Bribery Charge

Zhang Li is alleged to have “provided kickbacks and funds to co-conspirators in order to obtain the appropriate permits for a construction project,” according to a court listing.

Big Questions Facing Retirement Income Products

Where is the demand and is the time now?

As Women in CRE Switch Jobs, The Industry’s Progress in DEI Efforts Faces a Setback

Recent studies show the share of women in CRE leadership positions hasn’t changed much in over a decade.

Meme Stocks: Turning Large Fortunes Into Small Ones

Attention-getting meme stocks may provide investors with a thrill, but in the long run going viral has been a bad omen for future returns.

Citi Sees Family Offices Swarming Bond Market and Fueling Rally

Bonds ‘deserve immediate attention’ as a ‘mild’ recession is expected next year, Citi Global Wealth said in a new report.