News

Rochester Man Gets Seven Years in Prison for Role in Ponzi Scheme

John Piccarreto was convicted for his role in defrauding approximately 400 investors out of about $18 million, according to the DOJ.

Quarles to exit Fed at year-end

His departure frees up another vacancy for President Joe Biden to fill as he considers new leaders for the central bank.

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Miracle Mile Merges With $375M Long Island Firm

The deal with Castle Asset Management represents Miracle Mile’s first East Coast office and brings its total assets under management to $3 billion.

Does your advisory firm have a Great Resignation backup plan?

Voice: How do the rich keep getting tax breaks?

All in the Multifamily: Apartment Boom Continues

Multifamily's outperformance within the commercial real estate sector is spurring highly favorable debt alternatives and high property prices. 

Connecting with Clients Through Faith-Based Investing

Faith is an important part of many clients' lives; coming to the table prepared can help advisors deliver high-quality service and enhance the relationship.

Tax Proposal Slams Small Businesses with Restrictions

Numerous wealth transfer strategies will be affected by the new proposed tax laws; here’s what business owners can expect.

Will CPI Increases Impact Office Rent Escalations in the Months Ahead?

Inflation is rising. But it’s unlikely to have a significant impact on office rents.

Celebrity Estates Podcast: Elon Musk's Charitable Limits

What clients can learn from Musk's story about transferring wealth strategically to take care of family members and the creative use of family foundations to make tax efficient charitable donations.

$10 Billion RIA Homrich Berg Opening Florida Office

The new location will be the firm’s first office outside of the Atlanta metropolitan area, and will be led by two new managing directors who previously managed more than $1.5 billion in assets.

Financial advice in the 21st century

Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.

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New fee models could open up pricing choices

A revamped model could offer new options for advisers who want to pay a more straightforward fee.

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Walmart Stomps the Pedal on Self-Driving Delivery

The rig it is testing is programmed to take the most conservative route, not necessarily the most direct.

10 Must Reads for the CRE Industry Today (Nov. 8, 2021)

After rebuffing an offer from Equity Commonwealth, Monmouth REIT received a higher offer from ILPT, reports Asbury Park Press. Meta (formerly Facebook) has a plan to open retail stores, according to documents viewed by The New York Times. These are among today’s must reads from around the commercial real estate industry.

Duo managing $1.5 billion at SunTrust join Homrich Berg

Kevin Campbell and Amy Owen are opening an office for Homrich Berg in Palm Beach Gardens, Florida.

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Duo managing $1.5 billion at SunTrust join Homrich Berg

Kevin Campbell and Amy Owen are opening an office for Homrich Berg in Palm Beach Gardens, Florida.

The post Duo managing $1.5 billion at SunTrust join Homrich Berg appeared first on InvestmentNews.

Inflation Fears are Driving More Investors Towards Commercial Real Estate

Recent real estate industry research supports the notion that real estate assets provide some protection in inflationary periods.

Protecting nature is best shot at reaching net zero

Nature Day on Saturday saw farming, agricultural and ‘nature positive’ pledges from governments and companies.

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Countries distance themselves from coal

Some 20 countries stated that, from 2022, they will no longer fund unabated fossil fuel projects abroad.

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