News

Ten Wrongheaded Market Predictions

Investing and market forecasts by best-selling authors and highly confident experts that turned out to be 100% wrong.

Crypto barrels toward 2022 after adding $1.5 trillion in value

Bitcoin’s share of the crypto market shrank dramatically over 2021 as other tokens rocketed, a sign of how investor interest in digital assets broadened out despite — or perhaps because of — enormous volatility.

The post Crypto barrels toward 2022 after adding $1.5 trillion in value appeared first on InvestmentNews.

Celebrity Estates Encore Episode: Philip Seymour Hoffman

David Lenok and Megan Gorman discuss the missed opportunities for Philip Seymour Hoffman and his advisors.

Blackstone Nears $930 Million Deal for Manhattan Apartments

Blackstone is now placing bets on Manhattan multifamily real estate and is in talks for a near $1 billion acquisition.

Unfair and Unpaid: A Property Tax Money Machine Crushes Families

Nationwide data show that much of the debt that’s being sold never should have existed in the first place.

Six Must Reads for the CRE Industry Today (Dec. 20, 2021)

The rapid spread of the omicron variant is starting to take its toll on U.S. businesses, including hitting restaurants particularly hard. CoStar is building a new headquarters tower in Richmond, Va., reports Richmond Biz Sense. These are among today’s must reads from around the commercial real estate industry.

The latest in financial #AdviserTech — December 2021

This month’s #AdviserTech roundup includes Halo Investing’s $100 million funding round, Orion’s acquisition of BasisCode Compliance and Geowealth’s $19 million funding round.

The post The latest in financial #AdviserTech — December 2021 appeared first on InvestmentNews.

How the Infrastructure Bill Could Boost Apartment Development

NMHC's Paul Cino outlines how aspects of the recent infrastructure bill could benefit multifamily investors.

SEC says drop jargon, clarify fees on Form CRS

The agency's Standard of Conduct Implementation Committee found content and format problems after reviewing a cross section of filings.

The post SEC says drop jargon, clarify fees on Form CRS appeared first on InvestmentNews.

SEC says drop jargon, clarify fees on Form CRS

The agency's Standard of Conduct Implementation Committee found content and format problems after reviewing a cross section of filings.

The post SEC says drop jargon, clarify fees on Form CRS appeared first on InvestmentNews.

Washington state to delay assessing long-term care premiums

Gov. Jay Inslee says legislators need time to refine the program, the Washington Cares Fund.

The post Washington state to delay assessing long-term care premiums appeared first on InvestmentNews.

Washington state to delay assessing long-term care premiums

Gov. Jay Inslee says legislators need time to refine the program, the Washington Cares Fund.

The post Washington state to delay assessing long-term care premiums appeared first on InvestmentNews.

Watchdog finds deficiencies in SEC’s examinations of FINRA

The State of the States: 2021

An update on key planning developments.

Which Trust Situs is Best in 2022?

An updated ranking matrix

JPMorgan to pay $125 million penalty over messaging apps

Employees often communicated about business on their personal devices, using text messaging applications, such as WhatsApp. The compliance systems were not keeping up with technological advances, an expert said.

The post JPMorgan to pay $125 million penalty over messaging apps appeared first on InvestmentNews.

JPMorgan to pay $125 million penalty over messaging apps

Employees often communicated about business on their personal devices, using text messaging applications, such as WhatsApp. The compliance systems were not keeping up with technological advances, an expert said.

The post JPMorgan to pay $125 million penalty over messaging apps appeared first on InvestmentNews.

A Sound Approach to Composing a Melodious Life Insurance Presentation

When time is of the essence, it’s critical to hit all the right notes

Wells Fargo Vets Join Private Wealth To Manage Energy, Real Estate Assets

The new Texas-based Specialty Asset Management Division will help the RIA manage the oil and gas-rich real estate interests of its clients.

Merrill Lynch, LPL, Raymond James, plus BNY’s new ETFs, Vanguard cutting expense ratios and FPA’s student summit